CFP

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  Why the CFP Board’s Proposal to Offer CE Is Wrong

  By Michael E. Kitces  |  May 17, 2013

  In the first in a series of posts on the CFP Board’s proposal, an argument (from planners themselves) as to why it’s not a good idea and a look at the current, somewhat woeful, state of continuing education for CFPs.

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  FPA CEO Schadle Says Membership Has ‘Stabilized’

  By James J. Green, AdvisorOne  |  April 24, 2013

  She reported an uptick in CFP holders renewing their FPA membership as the group continues to focus on finding “operational efficiencies.”

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  Legacy Builder

  By Jane Wollman Rusoff  |  April 25, 2012

  Picture the ubiquitous “Plan Ahead” poster. You know, the one with the little orphaned “d” because not enough room was left in the allotted space for it to fit in.

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  I’m OK, You’re Not: In CFP Survey, Americans Feel Better About Own Finances Than Economy

  By Joyce Hanson, AdvisorOne  |  June 16, 2011

  Americans' trust in advisors fell during the recession, but most would happily sit down with an advisor to work out a financial plan, says a CFP Board survey.

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  Planners Beware: More Probes by CFP Board; Reg S-P Victory Gives It More Teeth—Compliance Watch

  By Elizabeth D. Festa  |  June 10, 2011

  CFP Board enforcement chief Shaw says 1,500 investigations launched in 2010; bankruptcies new focus.

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  CFP Board Officially Launches TV, Online Awareness Campaign

  By Melanie Waddell, AdvisorOne  |  April 18, 2011

  Monday marked the first day that the Certified Financial Planner (CFP) Board of Standards’ large-scale Public Awareness Campaign officially launched on television and online; Print ads have been appearing for the past couple weeks.

• CFP Board to Unveil $36 Million Branding Campaign at April 14 Webinar

  By Joyce Hanson, AdvisorOne  |  April 5, 2011

  In an effort to raise awareness about the Certified Financial Planner certification and what it means to the general public, the CFP Board of Standards is introducing a $36 million branding campaign at an April 14 webinar.

• Past, Present, Future

  By Mike Patton  |  October 1, 2010

  The year was 1980. Chrysler was rescued, CNN was launched, the Dow began the year at 824 and Investment Advisor published its first issue. Today, Chrysler...

• UBS, CFP Name New Head of CFP's Council on Education

  By Joyce Hanson, AdvisorOne  |  May 10, 2010

  The Certified Financial Planner Board of Standards and UBS Wealth Management announced Monday, May 10, that Mark Kordes, head of wealth planning for UBS in the United States, will serve as the new chairman of the CFP Board's Council on Education.

• GroupThink

  By Staff Writer  |  October 1, 2009

  ? Charles Moran, JD, CFP, is the new chair-elect of the Certified Financial Planner Board of Standards' Board. He will begin his duties on January...