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Investment Advisor October 2009	GroupThink Professional association news: Charles Moran new chair-elect of the Certified Financial Planner Board of Standards' Board... The Financial Planning Association profession's 40th anniversary... The National Association of Personal Financial Advisors is continuing its 12-month program...
Investment Advisor February 2008	B/D News & Products The Financial Services Institute announce that its board of directors elected Brian Murphy, chairman of Woodbury Financial Services, as chair for 2008... There's a new rate for fees paid under Section 31 of the Exchange Act... etc.
Registered Rep. May 31, 2007	CFP Board Approves Tighter Code of Ethics The CFP Board approved a second round of revisions to its code of ethics, essentially strengthening the duty of care CFP certificants must use with regards to their clients.
Investment Advisor November 2006 Kara Stapleton	Group Think The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and contribute to the financial planning community or to the public.
Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
Investment Advisor December 2006 Kara Stapleton	Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy...
Investment Advisor December 2006 Dan Moisand	Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board.
Investment Advisor November 2006 James J. Green	Teslik Leaves CFP Board Sarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the Board to take the newly created position of senior VP of policy and governance at Apache Corp.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Advisor September 2006 Evan Simonoff	Editor's Note A showdown of sorts appears to be looming between the CFP Board of Standards and the Financial Planning Association, supported by many longtime licensees who devoted a great deal of energy to give the mark the status that it has today.
Investment Advisor January 2009 Kara P. Stapleton	Changes People on the move.
Investment Advisor July 2006	Group Think Starting July 1, NAPFA will launch its "Focus on Fiduciary" campaign... A recent member-wide survey of the FPA found that its members believe that financial planners should be held to a fiduciary standard.... etc.
Investment Advisor June 2008	About Those Resignations An interview with the CEO of the CFP Board's Disciplinary and Ethics Commission, about the recent resignation of the Board's certificant members.
Investment Advisor May 2008	CFP's DEC Stepping Down Letters to the Editor: Disciplinary and Ethics Commission Commissioners step down..." Polarized Images"... "Impressionist"...
Financial Planning November 1, 2011 Miriam Rozen	Surviving Sanctions Financial planners often make the mistake of focusing exclusively on marketing and execution of clients' plans, but overlook their own industry's self-regulatory requirements.
Investment Advisor October 2007 James J. Green	A Robust FPA Celebrates Fresh from Senate testimony, FPA President Nicholas Nicolette stresses fiduciary duty, and the vigor of the Financial Planning Association.
Financial Planning October 1, 2008 Bob Veres	Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission.
Financial Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
Investment Advisor July 2007 James J. Green	CFP Board Adds Fiduciary Requirement The Board of the Certified Financial Planner Board of Standards adopted a revised version of its code of ethics, adding new language that requires all 54,000 CFPs to "at all times place the interest of the client ahead of his or her own."
Investment Advisor March 2009 Kara P. Stapleton	Group Think News about the FPA, American College, CFP Board, and IMCA.
Investment Advisor August 2010 Melanie Waddell	Broker/Dealer Briefing News and Products Reports on FSI, Coordinated Capital Securities, American Portfolios, and more.
Financial Advisor April 2008	Frontline News Tumult At CFP Board's Ethics Commission... FPA Says No To FINRA Or SEC Oversight... Client Loyalty Counts For Only So Much... Investors Flock To Socially Responsible Investing... Sanders Morris Buys Half Of Leonetti & Associates... etc.
Registered Rep. October 23, 2006 John Churchill	Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference.
Financial Advisor August 2008	Letters to the Editor CFP Board Ethics Procedures... Nick Murray at his best... Financial advisory industry shrinking...
Investment Advisor July 2008 Bob Clark	With Friends Like These... What's the CFP Board really up to, and will their decisions benefit financial planners?
Financial Planning September 1, 2008 Bob Veres	Power Plays The recent Financial Planners Association luncheon allowed attendees to voice their concerns to a panel that included newly installed CFP Board CEO Kevin Keller.
Investment Advisor June 2010 James J. Green	FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups.
Financial Advisor April 2004 David Diesslin	CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards.
Financial Advisor May 2007 Karen DeMasters	Fast Forward Financial Planning Association programs aim to build the profession of the future.
Registered Rep. March 18, 2010 Jerry Gleeson	New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain.
Investment Advisor April 2007 Robert F. Keane	CFP Standards Revision A new draft addresses previous critiques and imposes a fiduciary standard for advice.
Financial Planning December 1, 2012 Kenneth Corbin	Raising the CFP Profile: CEO Kevin Keller Discusses Enforcement CFP Board CEO Kevin Keller talks about enforcing the fiduciary standard and building the image of the profession.
AFP eWire May 12, 2008	Mixed Results on Growth in Foundation Diversity A new report reveals that foundation diversity has increased significantly in some areas, including board and staff composition, but there continues to be problems in others, such as funding to diverse organizations.
Investment Advisor January 2006	Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc.
Registered Rep. April 5, 2012 Jerry Gleeson	CFP Board to Make Planner Bankruptcies Public Bankruptcy among holders of the Certified Financial Planner designation has been rising at a startling rate in the past four years.
Investment Advisor September 2006 Bob Clark	Clark at Large: Board to Death: Reloaded Think the Certified Financial Planner Board had gone mainstream? Think again. Here's a recap of Board CEO Sarah Teslik's recent off-the-wall comments.
Investment Advisor January 2008 Kathleen M. McBride	Big Brokers and Planning FPA is embracing major firms, reaching out with ways to help captive broker/dealer, bank, and wirehouse executives and their reps to shift part of their firms to an advisory model.
Investment Advisor August 2006 Bob Clark	Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification.
Financial Advisor November 2003 Evan Simonoff	Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning?
Investment Advisor May 2007 Bob Clark	We Win, Sort Of How the FPA can make the most out of its upset victory over the SEC.
Investment Advisor February 2010 Marlene Y. Satter	Broker/Dealer Briefing: New Leader for FSI A short conversation with Mari Buechner, CCO and CEO of Coordinated Capital Securities, and the new chair of the Financial Services Institute.
Financial Advisor November 2012 Karen DeMasters	FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing.
Financial Advisor May 2012	CFP Board Shortens Certification Time The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person has two years of experience.
Financial Planning October 1, 2006 Elizabeth O'Brien	The Fiduciary Fracas Debate and controversy over the elusive standard could be just what the industry needs.
Financial Advisor December 2003	Brown To Head New Brokerage Association Broker-dealers are moving ahead with their plans to exit the Financial Planning Association (FPA) and form an independent association of their own. Dale E. Brown, most recently associate executive director of the FPA, will serve as chief executive officer and executive director.
Financial Planning November 1, 2006 Daniel B. Moisand	Keep Standards High Financial planning is surprisingly under-regulated. The rules that do exist apply primarily to subset disciplines. As a result, all planners are regulated but no one really regulates planning.
Financial Advisor May 2007	Frontline News Don't Party Like It's 1999... CFP Board Moving Headquarters... Advisors Settle Multimillion Lawsuits... FPA's New Fiduciary Standard For All Planners... Mesirow Advisors Become RIAs...
Financial Advisor March 2004	Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc.
Investment Advisor August 2005 James A. Barnash	Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry.
Investment Advisor April 2008	Group Think The American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award... The Financial Planning Association is currently accepting nominations for its 2009 Board of Directors...