CFP Board Seeks Public Comment on Proposed Changes to Procedural Rules
CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP ...
CFP Board Seeks to Relax Standards for Past Bankruptcy, Alcohol and Drug Offenses
The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...
Financial Advisor IQ4h
CFP Board Weighs Easier Certification for Those with Certain Offenses
Alcohol-related criminal charges and bankruptcies both show up regularly in sanctions CFP Board imposes on current holders of the designation, with varying degrees of severity, ranging from public ...
InvestmentNews4d
CFP Board floats new procedural rules around bankruptcy, misdemeanors
If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of ...
Morningstar5d
CFP Board Seeks Public Comment on Proposed Changes to Procedural Rules
CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP Board upholds its Fitness Standards through the peer-review process ...
‘I’m a lifetime federal employee with all the perks.’ I have $3M in investments, 3 rental properties and no debt. Now my adviser is pushing annuities – what’s my move?
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Financial Advisor5d
CFP Board To Ease Certification Path For Advisors With Past Infractions
The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...
Financial Advisor5d
CFP Board To Ease Certification Path For Advisors With Past Infractions
The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors ...
I’m 52, divorced for 4 years and have most of my money, $270K, in a robo-adviser. But now what?
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
Barron's5d
CFP Board Seeks to Relax Standards for Past Bankruptcy, Alcohol and Drug Offenses
The CFP Board is asking for feedback on a proposal to relax the review process for applicants seeking the Certified Financial Planner designation who previously declared bankruptcy or were ...