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...
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CFP Board
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...
CFP Board study finds high income, career satisfaction among CFP professionals
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...
