Nerd's Eye View

FEBRUARY 27, 2023

Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of Conduct. A forthcoming study by Jeff Camarda et al. in Journal of Financial Regulation, however, concludes the opposite.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of Conduct. A forthcoming study by Jeff Camarda et al. in Journal of Financial Regulation, however, concludes the opposite.

CFP 130

CFP Financial Advisor Ethics Certification 130

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

Wealth Management

JANUARY 25, 2023

The CFP Board Center of Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.

CFP 116

CFP Financial Planning Planning 116

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

CFP 98

CFP Financial Advisor 98

Advisor Perspectives

FEBRUARY 19, 2023

Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.

CFP 98

CFP Certified Financial Planner Financial Planner 98

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Wealth Management

JANUARY 19, 2023

The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.

CFP 105

CFP Numbers 105

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 105

CFP 105

Wealth Management

SEPTEMBER 3, 2022

The CFP Board reversed Joseph Whitney's interim suspension after New Jersey prosecutors dismissed criminal charges of conspiracy against him.

CFP 105

CFP 105

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 98

CFP 98

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Wealth Management

AUGUST 11, 2022

Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.

CFP 98

CFP Wealth Management Management 98

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Financial Symmetry

APRIL 19, 2024

We are thrilled to announce that Niamh Douglas, CFP®, has been promoted to the role of Advisor at Financial Symmetry.

CFP 52

CFP Clients 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

MainStreet Financial Planning

FEBRUARY 27, 2023

Meet Katherine Edwards , CFP®. The post Money Story with Katherine Edwards, CFP® appeared first on MainStreet Financial Planning. Everyone’s journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable.

CFP 52

CFP Financial Planning Planning 52

MainStreet Financial Planning

FEBRUARY 27, 2023

Today I’m connecting with my friend and colleague, Jennifer Bush , CFP®, to talk about how she became a financial planner and what her own money story is all about. The post Money Story with Jennifer Bush, CFP® appeared first on MainStreet Financial Planning.

CFP 52

CFP Financial Planner Financial Planning Planning 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 203

Financial Planner CFP Certification Retirement Planning 203

Financial Symmetry

JULY 4, 2022

Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. The post Garrick King, CFP® is Financial Symmetry’s Newest Advisor appeared first on Financial Symmetry, Inc. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients.

CFP 52

CFP Clients 52

Pacifica Wealth

JUNE 1, 2023

Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. Read the full article on the CFP® website.

CFP 52

CFP Management Wealth Advisor Accounting 52

Advisor Perspectives

JULY 17, 2023

On May 16, the CFP Board adopted revised Procedural Rules addressing procedures for investigating alleged misconduct and enforcing its Code of Ethics and Standards of Conduct.

CFP 52

CFP Ethics 52

Financial Symmetry

SEPTEMBER 11, 2023

Financial … Continued The post Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle Become Partners at Financial Symmetry appeared first on Financial Symmetry, Inc. We are committed to investing in our people, nurturing their talents, and providing them with opportunities to excel.

CFP 64

CFP Investing Investments 64

Alpha Architect

SEPTEMBER 12, 2023

Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect.

CFP 135

CFP Certification Investing Investments 135

MainStreet Financial Planning

JUNE 11, 2022

The post Money Story with Vida Jatulis CFP?®? Today I’m connecting with my friend and colleague, Vida Jatulis to talk about how she became a financial planner and what her own money story is all about. appeared first on MainStreet Financial Planning.

CFP 52

CFP Financial Planner Financial Planning Planning 52

Wealth Management

NOVEMBER 9, 2023

The Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its public sanctions, but starting today the Board will make the actual orders available to the public.

CFP 113

CFP Ethics Commission 113

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 234

Financial Planner CFP Clients Investment Planning 234

Abnormal Returns

OCTOBER 21, 2024

podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. (frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings. youtube.com) The biz Schwab Advisor Solutions will look to boost revenue, just not through custody fees.

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CFP Communication Investment Advisor Management 286