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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.   |
Registered Rep.
August 17, 2011
Jerry Gleeson |
CFP Registrations Spike Ahead of New Course Mandate The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour "capstone" course, starting next year, before being allowed to sit for the certification exam. |
BusinessWeek
August 6, 2009 |
Decoding the Credentials Are you looking for a geriatric care manager? What do the different certifications given to them mean? |
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. |
Registered Rep.
August 8, 2014
Megan Leonhardt |
CFP's Financial Planning Programs Struggle To Find Students The number of CFP Board-registered financial planning programs are on the rise, but schools say student enrollment and completion of the designation are still major challenges. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
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. |
Financial Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
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. |
Registered Rep.
March 9, 2012
Jerry Gleeson |
Puzzling Over New Questions on CFP Exam There's always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that's coming next week may be accompanied by more than the usual share of worrying. |
Registered Rep.
April 23, 2014
David Armstrong |
Editor's Letter: May 2014 The CFP Board's refusal to recognize problems doesn't bode well for the future of an organization that continues to play a vital role. |
T.H.E. Journal
October 2004 |
FYI ... Internet and Computing Core Certification (IC3) The Internet and Computing Core Certification is now more convenient to take thanks to Certiport's new eServices, which are being offered through its newly launched Web site |
Registered Rep.
April 27, 2011
Kristen French |
CIMA Aims High: Seeks to Replace Series 7, 65 As Industry Standard The Investment Management Consultants Association announced Wednesday that its popular CIMA certification is now accredited by the American National Standards Institute, making it the first of the major wealth management designations to meet international ISO standards. |
Investment Advisor
March 2009
Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA. |
Registered Rep.
January 12, 2011
Jerry Gleeson |
CFP Board Sees More Planners in Bankruptcy Of all the categories of conduct that will land a certified financial planner before the CFP Board of Standards' Disciplinary and Ethics Commission, bankruptcy currently ranks number one. |
Financial Advisor
February 2007
Ray Fazzi |
Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise. |
AskMen.com
Samuel Hui |
Certifications that Provide Great ROI A certification or a license could be the start of a high-flying career; here are some certifications that provide a great rate of return. |
Financial Advisor
February 2012
Jim McConville |
CFP Online The whole world seems to be moving online, including programs to earn the certified financial planner designation. |
Registered Rep.
December 1, 2015
Diana Britton |
Old-Fashioned Exams Financial advisor exams vary in their requirements, but for any individual looking to work in a brokerage firm or sell investments, the Series 7 exam is the mandatory gateway. |
Search Engine Watch
February 18, 2010
Melissa Mackey |
5 Reasons You Should Get Your AdWords Professional Certification Here's why PPC managers should get their AdWords Professional certification. |
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 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. |
HHMI Bulletin
Feb 2012
Julie Corliss |
True Grit Jorge Martinez flew to Europe to become a Cisco Certified Internetwork Expert. |
Registered Rep.
March 9, 2007
Christina Mucciolo |
What's In a Name? If You Are a Fiduciary, a Lot. But Are CFP Certificants Fiduciaries? Financial planners who hold the Certified Financial Planning designation have been tussling with the CFP Board, which controls the CFP designation, over the designation's ethical standards. |
Financial Planning
November 1, 2011
Danielle Reed |
Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs. |
Financial Advisor
November 2005
Fazzi & Simonoff |
Rocky Mountain Why? After a year's worth of changes that has seen it's staff cut by 60% and many of its core operations put under intense scrutiny, it's safe to say the Certified Financial Planner Board of Standards is in the midst of remaking itself. |
Financial Planning
October 1, 2006
William Cavell |
Compliance Tips Tips for Before and During an SEC Exam |
InternetNews
June 29, 2007
Sean Michael Kerner |
Jim Lacey, CEO, Linux Professional Institute Does Linux certification really matter? The Linux Professional Institute thinks so and it's got a program to make it happen. |
Investment Advisor
June 2007
Bob Clark |
Mr. Keller Goes to Washington Some suggestions to the CFP Board's new CEO: Belly up to the bar on the fiduciary thing, already... You can't be a CFP and a registered rep or an insurance agent at the same time... etc. |
JavaWorld
December 2002
Humphrey Sheil |
Get the inside track on J2EE architect certification This article examines the pros and cons of pursuing J2EE architect certification and dispels common misconceptions about both the exam and its associated certification. |
CIO
November 2, 2010
Gary Beach |
IT Certification: It's Time for a State-Administered Program Siloed certification programs, mostly dedicated to a vendor, just don't cut it anymore. IT execs should hold a standardized certification like other professionals. |
ONLINE
Mar/Apr 2003
Marydee Ojala |
Certifying Information Professionals The issue of certification for librarians and other information professionals is one of long-standing -- it's never been completely resolved and is not destined to fade into the sunset. |
The Motley Fool
October 21, 2004 |
Red Flags for Advisors Financial advisors can save you big bucks, but choose them carefully. |
Registered Rep.
November 1, 2006
Halah Touryalai |
CFP CEO Resigns Sarah Teslik, CEO of the Certified Financial Planner Board, announced that she would resign from her post to take a position at an energy company. |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession. |
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... |
Registered Rep.
December 4, 2014
Diana Britton |
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life. |
Home Toys
August 2003
Carl Bowman |
HomeToys Interview CompTIA works closely with the training industry and publishers to help third parties develop course and training materials for the HTI+ program. |
Registered Rep.
February 1, 2003
Will Leitch |
The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum. |
Financial Advisor
May 2008 |
Letters to the Editor A Profession, Almost... Nice Redesign... Thanks FOR Nick Murray... Thanks TO Nick Murray... |
Financial Planning
November 1, 2012
Ann Marsh |
25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors. |
Registered Rep.
October 11, 2011
Jerry Gleeson |
Schwab, CFP Board Advertising Campaigns Reach National Audience At least two national ad campaigns have been launched this year promoting segments of the financial advisory business. |
Linux Journal
May 2000
Andrew G. Feinberg |
Book Review Linux Red Hat Certified Engineer Exam Cram by Kara J. Pritchard |
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. |
InternetNews
February 23, 2011 |
Google Unveils First Apps Certification Program A cloud-based process will confer Google Apps Certified Deployment Specialist status, the first of several certifications planned. |
Financial Planning
March 1, 2012
Miriam Rozen |
New Chapters After Bankruptcy John E. Matheny had a thriving financial planning business, with $35 million in assets under management, until three years ago. That's when the planner confronted disorder in his own finances. |
HBS Working Knowledge
March 28, 2005
Jim Heskett |
Summing Up: Business Management: A Profession without Portfolio? Should business management be regarded as a profession? Here are some reader thoughts on both sides of the issue. |
AFP eWire
May 6, 2014 |
Why I Wanted to be An ACFRE Leah Eustace's journey to Advanced Certified Fundraising Executive -- the good, the bad and the inspiring. |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success. |
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." |
