The board of directors of the Certified Financial Planner Board of Standards has elected four new members: Louis Barajas, Terri Kallsen, Peter Rohr and Martin Seay. The new directors’ three-year terms begin Jan. 1 and end on Dec. 31, 2024. ...

The CFP Board Center for Financial Planning said Wednesday that it’s joining the Financial Alliance for Racial Equality, a partnership between financial services firms and associations and historically Black colleges and universities. The group was formed late last year to ...

The Certified Financial Planner Board of Standards Inc. announced Thursday it has approved a tougher punishment for credential holders who don’t report their own ethical missteps. The update to the organization’s sanctions guidelines recommends a public censure for certificants who ...

The Certified Financial Planner Board of Standards Inc. has adopted a new strategic plan to guide the organization’s operations over the next five years. The new framework consists of five strategic priorities: Standards and certification, covering the administration and enforcement ...

The pass rate for the July CFP exam remained stable at 62%, the Certified Financial Planner Board of Standards Inc. said. The CFP Board also said that it will administer the next CFP exam, which will be offered both at ...

Daniel Moisand has been elected 2022 board chair-elect by the Certified Financial Planner Board of Standards Inc. Current Chair-Elect Kamila Elliott will serve as chair of the group’s board of directors in 2022, and Moisand will lead the group in ...

The Certified Financial Planner Board of Standards Inc. is seeking to increase the punishment for credential holders who do not disclose their own ethical missteps. The CFP Board released proposals for public comment that would impose a public censure on ...