The Certified Financial Planner Board of Standards has released three new guides to help certified financial planners uphold professional ethics in their practices. The guides cover topics such as satisfying the duty of care when providing financial advice, the seven-step ...

The Certified Financial Planner Board of Standards Inc. said Tuesday that it has halted, at least for the short term, the use of its vaunted certification by a former Merrill Lynch financial adviser who was fired last month after a ...

The CFP Board Center for Financial Planning awarded 80 new scholarships in 2021, an increase of 67% from 48 awards in 2020. The record number of scholarships provided more than $300,000 to recipients, an increase of 50% from the more ...

The total number of certified financial planner professionals reached a record 92,055 last year, while the number of women certificants hit new heights, the CFP Board of Standards Inc. announced Wednesday. The CFP Board also touted significant gains in the ...

The Certified Financial Planner Board of Standards Inc. has been promoting diversity in the profession for years. It’s now an example of what it’s been advocating as Kamila Elliott becomes the first African American chair of the CFP Board. “It’s ...

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 ...