News

adding that the change on the website won’t impact the board’s policy of disciplining CFPs who inaccurately market their services as fee only elsewhere. Corporate Offices of the CFP Board in ...
In the past CFP Board’s website allowed certificants who clearly held sales licenses to market themselves as “fee-only” (and, even today CFP Board allows advisors to work for firms which ...
Compensation descriptions for financial planners on the CFP Board’s website have been a source for controversy for years. A lawsuit against the organization that centered on how CFPs define how ...
A recent decision by CFP Board to remove compensation disclosures from their website provides ... More financial advisors and firms the opportunity to mislead clients and could put certificants ...
This week, CFP Board sent word to CFP professionals that ... I voted to remove the this from the website because our updated Code and Standards requires all CFP professionals to act as fiduciaries ...
skilled financial planning matters," the CFP Board wrote in an announcement on its website. "The campaign strikes a chord. And you've told us loud and clear that promoting the CFP brand should ...
WASHINGTON, May 10, 2021 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public disciplinary actions against the following individuals, effective ...
Public notices of bankruptcies and certain convictions remain on the CFP Board’s public website for 10 years. Similarly, a candidate with multiple misdemeanor convictions involving alcohol or ...
The CFP Board's website provides two 170-question online practice exams using questions from previous exams. The practice exams offer immediate scoring and complimentary feedback. You can even ...
The CFP Board is looking to update the requirements for financial professionals to obtain and hold on to the Certified ...
The CFP Board website provides in-depth coverage of the certified financial planner designation and instructions regarding entry into the profession. Article Sources Investopedia requires writers ...