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...
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CFP Board
CFP Board requests comment on revised sanction guidelines and fitness standards
The Certified Financial Planner Board of Standards is requesting public comment on proposed revisions to its sanction guidelines and fitness standards, Financial Planning reports. The proposals follow a comprehensive review by the Commission on Sanctions and Fitness,...
CFP Board announces release of new financial planning resource guide
A new resource guide to help financial planners improve their practices has been published, the Certified Financial Planner Board of Standards said. The CFP Board announced the release of “The Psychology of Financial Planning: Practitioner Resource Guide”. The board...
CFP Board approves resolution encouraging more pro bono financial planning
The Certified Financial Planner Board of Standards is encouraging CFP® professionals to devote some of their time to doing pro bono financial planning. At its July Board of Directors meeting, the CFP Board unanimously approved a resolution recommending that CFP®...
CFP Board elects Elizabeth Miller as 2024 Board Chair-elect
The Certified Financial Planner Board of Standards announced that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect. The election of Miller came at the CFP Board’s July 2023 meeting. In announcing the selection, the board called Miller a leader in...
