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 231

CFP 231

Wealth Management

JULY 17, 2024

She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller. Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab.

CFP 237

CFP 237

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 255

CFP Numbers 255

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 246

CFP Wealth Management Management 246

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 246

CFP Financial Advisor 246

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

JULY 18, 2022

To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.

CFP 246

CFP Recruitment Certification Sales 246

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

Nerd's Eye View

DECEMBER 19, 2022

At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 246

Financial Planner Certification CFP Education 246

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 253

CFP Ethics Commission 253

Wealth Management

SEPTEMBER 2, 2022

At least half of the recipients will be from populations underrepresented in the profession.

CFP 260

CFP 260

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 218

CFP Retirement Planning 218

Wealth Management

AUGUST 12, 2022

The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with manslaughter in an alleged drunk driving incident.

CFP 234

CFP Financial Planning Planning 234

Wealth Management

DECEMBER 15, 2022

Lessons learned from a female in finance who figured out how to do it all.

CFP 278

CFP 278

Wealth Management

AUGUST 3, 2022

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Financial Planning 299

Financial Planning CFP Planning 299

Abnormal Returns

MARCH 10, 2025

Advisortech The CFP Board has released guidelines for using AI. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves.

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

MARCH 20, 2023

The new advertisement begins running today, and comes several months after the Board announced a change to grant the organization more flexibility in its marketing.

CFP 246

CFP Advertising Marketing Marketing 246

Nerd's Eye View

SEPTEMBER 9, 2024

While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 for service advisors with the CFP marks – a difference of $37.47, or a whopping 77% boost in income per hour!

CFP 130

CFP Certification Financial Planning Clients 130

Wealth Management

DECEMBER 15, 2022

Lessons learned from a female in finance who figured out how to do it all.

CFP 246

CFP 246

Nerd's Eye View

DECEMBER 16, 2024

CFP Board Career Center, FPA Job Board), on general interest sites (e.g., When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas. Posting available positions on industry career centers and job boards (e.g.,

Advertising 246

Advertising CFP Financial Advisor Financial Planning 246

Wealth Management

JANUARY 10, 2023

In an interview with WealthManagement.com, Dan Moisand stressed the need for updated guidelines and also said the Board hopes to provide more detail on the reasoning behind punishments.

CFP 223

CFP 223

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

Wealth Management

DECEMBER 2, 2024

About 83% of aspiring CFP planners under 35 are “very likely” or “likely” to work at a firm encouraging pro bono policies, according to a new survey.

CFP 265

CFP 265

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

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Wealth Management

OCTOBER 18, 2023

Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.

Financial Planning 267

Financial Planning Planning CFP 267

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 246

Financial Planner CFP Clients Investment Planning 246

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

Wealth Management

FEBRUARY 28, 2023

Financial advisor John Poulos was fired from Vanguard and stripped of his CFP designation after being arrested for a homicide near Bogota, Columbia. He was caught in Panama on his way to Turkey, according to reports.

CFP 264

CFP Financial Advisor 264

Wealth Management

JULY 26, 2023

Dale Buckner, CFP, is not your average advisor.

Financial Planning 243

Financial Planning CFP Planning 243

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

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

Abnormal Returns

SEPTEMBER 16, 2024

riabiz.com) CFP professionals make more money. (riabiz.com) How Ron Carson is distancing himself from his old firm. investmentnews.com) How to serve a niche serving university employees. citywire.com) How the battle for higher fiduciary standards fizzled out. kitces.com)

Wealth Management 278

Wealth Management Startup CFP Retirement 278

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP 52

CFP Education Strategic Planning Financial Services 52