A study by the Certified Financial Planner Board of Standards found high levels of income and career satisfaction among CFP® professionals, reports InvestmentNews. The board commissioned Industry Insights to collect compensation data from financial advisors across the...
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CFP Board
CFP Board releases guide to assist professionals in use of technology for client services
A new guide aimed at helping CFP® professionals with the utilization of technology in their practices has been published by the CFP Board. According to PR Newswire, the Guide to CFP Board's Technology Standard is a comprehensive resource to assist professionals in...
CFP Board releases guide comparing standards on annuity sales
The CFP Board said it has released a comprehensive guide comparing its own standards in annuity transactions to the best-interest regulation created by the National Association of Insurance Commissioners, Insurance.News.Net reports. The board said the guide was...
CFP Board holds annual academic research colloquium for financial planning
A conference to explore a number of important topics in the field of financial planning was held last week, according to Yahoo Finance. The CFP Board Center for Financial Planning brought together world-class researchers and practitioners for its seventh annual...
CFP Board to provide additional details on sanctions against advisors
The Certified Financial Planner Board of Standards announced a step aimed at enhancing the transparency of public sanctions against advisors, reports Wealth Management. The CFP Board said that going forward, whenever it issues a news release involving public...