The Certified Financial Planner Board of Standards announced that Liz Miller, CFP®, CFA® has assumed her role of Chair of its Board of Directors, Investment News reported. The board elected Miller at its July 2023 meeting to serve as 2024 Board Chair-elect, and on...
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CFP Board
CFP Board seeks comments on proposed changes to competency standards for certification
The CFP Board says it is seeking public comment on a series of proposed changes to the competency standards for CFP® certification, InvestmentNews reports. The revisions would include the education, experience, examination and continuing education requirements. The...
Report from trade group accuses CFP Board of overstepping its authority
A new report from an industry trade group expresses concern over the regulatory activities of the Certified Financial Planner Board of Standards, reports Financial Advisor. The Securities Industry and Financial Markets Association (SIFMA) released a 16-page white...
CFP Board takes stand in favor of fiduciary standard at SEC panel discussion
The topic of who is required to serve in the client's best interest was the topic of a Securities and Exchange Commission’s Investor Advisory Committee panel discussion held recently, according to Financial Advisor. The SEC held the event due to uncertainty and...
CFP Board elects Terri Kallsen as 2025 Board Chair-elect
The Certified Financial Planner Board of Standards announced that it has chosen its next leader by naming Terri Kallsen, CFP® as its 2025 Board Chair-elect. The election of Kallsen came at the CFP Board of Directors July 2024 meeting. The current Chair-Elect Liz...