The Certified Financial Planner Board of Standards has released its 2022 year in review report summarizing its work to uphold the profession’s ethical standards. The CFP Board said it has invested significant resources over the past several years to strengthen its...
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CFP Board
CFP Board releases report on strategies to promote diversity
The CFP Board Center for Financial Planning has released a report aimed at promoting diversity, equity and inclusion at financial planning organizations. The board’s report is called “Creating a DEI-Driven Culture of Retention in Financial Planning: Lessons Learned...
CFP Board adopts revisions to its procedural rules
The Certified Financial Planner Board of Standards announced that it has adopted changes to the Procedural Rules by which it upholds its standards for CFP® professionals. The rules outline the processes for investigating alleged misconduct, enforcing the board’s Code...
CFP Board announces public sanctions against 22 certified financial professionals
The Certified Financial Planner Board of Standards has announced public sanctions against 22 current or former certified financial planners for various violations of the profession’s ethical standards. The board said the enforcement actions would take effect...
CFP Board accepting applications for Board of Directors candidates
The Certified Financial Planner Board of Standards has announced that it is seeking candidates for its Board of Directors, the organization’s policymaking and oversight body. The CFP Board said it has begun accepting applications from those interested in serving on...