CFP Board

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  CFP Board Seeks Further Review of Proposed CE Rules

  By Melanie Waddell, AdvisorOne  |  December 5, 2012

  The Board announced that while there were no forthcoming changes to the CE requirements for CFP certification, the Board was seeking further review of previously proposed changes before making any modifications.

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  NAPFA to Advisors: CFP Designation or Bust

  By Joyce Hanson, AdvisorOne  |  December 4, 2012

  NAPFA said Tuesday that it would only accept the CFP designation for people who applied to be NAPFA-registered financial advisors.

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  What’s the Difference? IMCA Defines Wealth Management vs. Financial Planning

  By Michael E. Kitces  |  November 26, 2012

  Survey finds "wealth manager" is far more than just a fancy label for advice.

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  High-Ticket Item: Is the CFP Board's Awareness Campaign Working?

  By Bob Clark, AdvisorOne  |  November 20, 2012

  Will the CFP Board’s $40 million public awareness campaign really drive investors to financial planners? The data so far seems encouraging.

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  CFP Board Chairman Goldfarb’s Resignation Raises Questions

  By Melanie Waddell, AdvisorOne  |  November 20, 2012

  It was an unexpected—and shocking—announcement: Alan Goldfarb, chair of the CFP Board’s board of directors, resigned in early November along with two members of the Board’s Disciplinary and Ethics Commission (DEC).

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  How Do You Define Wealth Management? IMCA Responds

  By John Sullivan, AdvisorOne  |  November 17, 2012

  What is wealth management, and what do professionals who call themselves wealth managers actually do?

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  In Shakeup, FPA Outsources Washington Lobbying Efforts

  By James J. Green, AdvisorOne  |  November 16, 2012

  Restructuring is part of an overall plan to focus on planner group’s strategic vision being put in place by new CEO Lauren Schadle.

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  CFP Board’s Keller on Goldfarb Case: ‘Let the Process Play Through’

  By James J. Green, AdvisorOne  |  November 16, 2012

  At Schwab Impact conference, CFP Board's CEO also discusses three new board members; number of certificants stands at 67,324.

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  CFP Board Names Aikin, 2 Others to Board of Directors

  By Melanie Waddell, AdvisorOne  |  November 15, 2012

  The CFP Board announced Thursday that it had elected three new directors to the Board of Directors at its Fall 2012 meeting: Blaine F. Aikin, Arthur Laby and Thomas Nelson.

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  CFP Board Business Meeting Addresses Goldfarb Resignation

  By Melanie Waddell, AdvisorOne  |  November 13, 2012

  The CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Board’s Chairman, Alan Goldfarb.