The CFP Board, the body that grants the Certified Financial Planner certification for financial professionals, is inviting public comments on a slew of proposals to revamp its competency standards.

Blaine Aikin, who last month took over as chairman of the board of directors of the Certified Financial Planner Board of Standards Inc., has a few things on his to-do list before his one-year term ...

The Certified Financial Planner Board of Standards has created a guide for advisors who will have to comply with the new Code of Ethics and Standards of Conduct on Oct. 1. The guide, called a roadmap, ...

WASHINGTON, July 28, 2015 /PRNewswire/ -- Judge Richard J. Leon of the United States District Court for the District of Columbia has unsealed his opinion in support of an order granting Certified ...

The largest brokerages, investment banks and asset managers are calling on the CFP Board to pull back on any rules for planners that go beyond the standards of FINRA and the SEC. Continuing ...

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct. The Certified Financial Planner Board of Standards has ...

WASHINGTON, Dec. 17, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors is seeking public comment on the proposed changes to the Competency Standards for CFP ® certification, ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP ...

WASHINGTON--(BUSINESS WIRE)--CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ® professionals in using ...

CFP Board today announced that its Board of Directors has elected two new members: Nicole Iannarone, J.D. and Chad Soukup, CFP®, CPA, CFA®.The Board of Directors is the policymaking and oversight body ...

CFP Board has published the Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients, a guide to help CFP® professionals to recognize, fully disclose and properly manage conflicts of ...

The head of the Certified Financial Planner Board of Standards plans to retire in spring 2026 after nearly two decades at the standard-setting organization. The CFP Board — which provides its marks to ...