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Investment Advisor June 2008 Melanie Waddell	On a Mission A conversation with Kevin Keller, in which he promises that his second year as the CFP Board CEO will be even more fruitful than his first.
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. 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.
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.
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.
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.
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 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. 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. 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.
Financial Planning October 1, 2008 Bob Veres	Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission.
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.
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.
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."
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.
Investment Advisor April 2007 Robert F. Keane	CFP Standards Revision A new draft addresses previous critiques and imposes a fiduciary standard for advice.
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 Advisor February 2012 Jim McConville	CFP Online The whole world seems to be moving online, including programs to earn the certified financial planner designation.
Financial Advisor May 2008	Letters to the Editor A Profession, Almost... Nice Redesign... Thanks FOR Nick Murray... Thanks TO Nick Murray...
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 November 2012 Karen DeMasters	CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards.
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 July 2008 Bob Clark	With Friends Like These... What's the CFP Board really up to, and will their decisions benefit financial planners?
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.
Financial Planning August 1, 2007 Bob Veres	CFP Board of Fiduciaries If you're a strong advocate of professionalism and consumer protection, you'll find a lot to like in The CFP Board's "Rules of Conduct."
Investment Advisor April 2007 John K. Ritter	The CFP Board's Giant Step Forward Presented with an opportunity to help shape the industry into a true profession, the CFP Board of Standards did the right thing and mandated a fiduciary standard for all who provide financial planning services, or any of the material elements of a financial plan.
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.
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.
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.
Registered Rep. June 16, 2011 Jerry Gleeson	CFP: Financial Plans' Peace of Mind Loosens Purse Strings, Too Financial plans are considered a wise investment for households, but can they save the national economy?
Registered Rep. April 1, 2007	Marilyn Dimitroff An interview about a second round of proposed revisions to the CFP Board's Code of Ethics.
Registered Rep. October 6, 2010 Jerry Gleeson	Those Who Revisit CFP Exam To Pay Less A sluggish economy dampens prices; why should professional examinations be an exception?
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.
Registered Rep. April 11, 2014 Diana Britton	Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation.
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...
Financial Planning October 1, 2010 Katherine Reynolds Lewis	Study Harder New Dodd-Frank legislation kick-started two major initiatives that could transform the way financial advice is regulated and for the first time subject financial planning to explicit regulatory oversight.
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.
Investment Advisor January 2010 Bob Clark	Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking?
Financial Advisor August 2009 Karen DeMasters	The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney.
Financial Planning June 1, 2011 Donna Mitchell	A Bigger Stick The CFP Board of Standards says part of its mission is to serve the public by upholding high standards of conduct. But some planners are questioning the group's motives after it recently gained access to many Americans' private financial information.
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 September 1, 2011 Eleanor K.H. Blayney	Gang of 13 As the situation now stands, building confidence may be the most critical task faced by the Gang of 12. The return of confidence could be even better than gold in this crisis.
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 February 2010	Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past.
Financial Planning January 5, 2008 Glenn G. Kautt	Are You Certifiable? As regulators turn up the heat on the planning profession, can you meet the highest fiduciary standards available today?
Registered Rep. December 1, 2006 John Churchill	Of Two Minds An internecine argument at the FPA gets to the heart of one of the industry's more vexing problems: Should brokers be able to position themselves as financial planners?
Financial Advisor July 2011 Andrew Gluck	Redefining Financial Advice The fate of professionalization and the FPA hang in the regulatory balance.
Financial Advisor September 2009	Frontline News News for the financial services industry: Regulations, Fiduciaries And Other Things... Breakaway Broker Trend Slowing?... Barney Frank Won't Push SRO For Advisors... CFP Board's Proposed New Education Standard... M&A Activity Down, But Not Out... more...
Investment Advisor February 2009 Melanie Waddell	Teaming Up for Change The National Association of Personal Financial Advisors, the Financial Planning Association, and the Certified Financial Planner Board of Standards -- which have joined forces to lobby Congress on financial services reform -- christen themselves the Financial Planning Coalition.
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.