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1 CFP Board Center for Financial Planning's Diversity Summit And Career Fair to Be Held Virtually
2 CFP Board Hires Head Of Public Awareness Campaign
3 CFP Board Imposes an Interim Suspension on Nicholas Spagnoletti of Madison, New Jersey
4 CFP Board Appoints James N. Katsaounis As Managing Director, Marketing & Communications
5 Here's how to choose the right financial advisor for you
6 IHL Board extends MSU leader's contract through 2025
7 There’s a growing demand for psychology in financial planning. How top firms use it in their practices
8 Minnesota Team with $250 Million Joins Ameriprise to Provide “Best-in-Class Experience” for Clients
9 College Football Playoff expansion vote will not be held next week as resistance to process grows
10 Financial advisory industry continues to grapple with lack of diversity, top advisors say
11 Continuing Education credit — October 2021
12 Not all DAFs are Created Equal | Ask the CFP Practitioner |
13 The CFP Board has given up on protecting the public from unscrupulous advisors
14 College Football Playoff board of managers have '3 or 4 months' to iron out plan
15 ESG Investing Certification earned by Douglas Lyons, CFA, CFP
16 Afraid of Making Poor Money Moves? Use Psychology to Predict Your Financial Behavior
17 The real reasons why the ‘best’ financial advisors may not be best for you
18 CFP Board Imposes Public Sanctions on 40 Individuals
19 CFP Board Imposes Interim Suspensions on Patrick Finkelstein of Santa Monica, California and Brian K. Hobbs of Dallas, Texas
20 The history of the financial planning profession, part 1
21 CFP Board Requests Comments on Proposed Revisions to Sanction Guidelines and Procedural Rules
22 CFP Board Discloses Bankruptcies by CFP® Professionals
23 CFP Board Expands Remote Proctoring Option to All Candidates
24 FPA NexGen Elects New Leaders
25 Critics Question Impact of CFP Board's Proposed Sanction Revisions
26 “Splain it to me Lucy…” | Ask the CFP Practitioner |
27 CFP Board Imposes Public Discipline
28 Mercer Advisors Acquires Quest Capital Management, Inc. | Colorado |
29 Financial Planning Practice in Future Will Be More Innovative, More Human and More in Demand, According to Global CFP Professionals
30 CFP Board Center for Financial Planning Releases Career Guide for Students and Career Changers
31 CFP Board Center for Financial Planning and Aspiriant Launch Scholarship
32 Results of New Practice Analysis Study to Shape CFP Board's Certification Requirements
33 Candidate Profile: Wendi Strom For Lakewood City Council
34 Registration for November 2021 CFP® Exam Open; Pass Rate for July 2021 Exam Remains Stable at 62%
35 Texas Tech wins 2021 Financial Planning Challenge
36 Survey of CFP® Professionals Shows Continued High Satisfaction with their Career Choice, CFP® Certification
37 CFP Board preps $10m ad blitz | Citywire
38 Fifth Annual World Financial Planning Day Is Wednesday
39 CFP Board Doles Out 51 Sanctions To Financial Planners
40 Mike Copeland: Halloween spending; Tourist treats; CFP trophy at Cinemark; Banker on board
41 CFP Board Weighs Monetary Penalties in Tougher Sanctions Plan
42 Client Focus and Independence Attracts Advisor Reid Evans to Ameriprise
43 Four Advisors from Mercer Advisors Named to the 2021 Forbes Top Next-Gen Wealth Advisors List
44 Do Advisors Need a Financial Therapist on Their Team?
45 The CFP Board to Include the Psychology of Financial Planning in Its Certification Exam
46 CFP Board Imposes an Interim Suspension on David A. Jenson of Altamonte Springs, Florida
47 CFP Board Center for Financial Planning and Parsec Financial Launch Diversity-Focused Scholarship
48 Demand For Advisors Is Set To Grow, CFP Survey Says
49 CFP Board Adds Psychology of Financial Planning to Exam Topics
50 Mercer Advisors Acquires Miller Advisors, Inc.
51 CFP Board Teams With Ballentine Partners on Diversity Scholarship
52 CFP Board Imposes Public Sanctions On 51 Individuals
53 What a former SEC executive has learned about CFP Board's enforcement program
54 NARSSA Announces Partnership with the Financial Planning Association
55 New Research Confirms Value of CFP® Certification to Female Advisors
56 Another Cop on the Beat? CFP Board Signals Increased Enforcement Focus
57 CFP Board Reviews Sanction Guidelines
58 CFP Board: Enforcement or just the appearance?
59 CFP Board Appoints Dawn Harris as Director, Diversity & Inclusion for the Center for Financial Planning
60 Ready for a new financial advisor? 7 things to do when leaving your current one
61 CFP Board Imposes an Interim Suspension on Joseph M. Whitney of Mahwah, New Jersey
62 Commercial real estate economy will not recover if 1031 exchanges are capped
63 Dan Moisand Named CFP Board Chair-Elect for 2022
64 CFP Board Center for Financial Planning and Dalton Education Announce New Diversity-Focused Scholarship
65 New CFP board chair seeks to broaden pathways to profession
66 Daniel Moisand elected CFP Board chairman for 2023
67 CFP’s spring advertising campaign focuses on retirement planning
68 Canadian telecoms firm Rogers' board removes chairman after family feud erupts into open
69 Business Newsmakers: Moisand named chair-elect of financial planning board
70 New CFP Board Enforcement Chief Brings a Separation of Functions
71 CFP Board CEO Calls on Advisors to Accelerate Diversity and Tech Improvements
72 It takes a process — and not luck — to find the right financial adviser
73 Daniel Moisand elected 2022 CFP Board chair-elect
74 College Football Playoff expansion: CFP board pushes 12-team field closer to approval with summer study
75 CFP Board is smart to change its bankruptcy policy
76 Wright leaving Surry Economic Partnership
77 CFP® Exam Scheduled for March 9-16, 2021
78 Ask Chloé: How to Deal With Rejection
79 Why CFP Board Failed The Public And Will Again
80 More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: Survey
81 Upcoming CFP Exams Can Be Taken Remotely
82 CFP Board to Tighten Oversight of Financial Advisers
83 CFP Board Suspends Former UBS Broker Charged With Defrauding Clients
84 New CFP Board demographic data shows growth in number of Black and Hispanic CFPs
85 Hospital academy emphasizes leadership
86 CFP Board Appoints Thomas A. Sporkin as Managing Director, Enforcement
87 Community Foundation for Southwest Washington President Jennifer Rhoads plans departure
88 CFP Board adds psychology to key study topics for CE credits, exam
89 CFP Board Suspends NJ Advisor For Alleged Real Estate Fraud
90 CFP Board Suspends Former Charles Schwab Advisor
91 What the College Football Playoff Rankings might have looked like after Week 7
92 College Football Betting: Air Force at Boise State Spread and 4 Saturday Picks
93 CFP Board Release Sample Engagement Letters
94 CFP Board Imposes Interim Suspension on Timothy A. Hanna
95 Two former Fidelity investment pros from Greater Cincinnati disciplined
96 CFP Board CEO Kevin Keller Says Standards Have Been Tightened and Emphasizes Growth and Helping Investors Find Trustworthy Financial Advice
97 CFP Board vows stepped up oversight of financial advisors after complaints of lax review
98 Cost of Health Care Is Americans' Top Financial Concern: CFP Board
99 Flood Financial Services' Megan E. Flood receives Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst®(CDFA) designations
100 The 10 Best Online CFP Programs