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The chairman-elect in 2022 is preparing to deal with the changes that come with a new presidential administration.
July 29 -
Adjustments to the organization’s sanction guidelines and procedural rules are the latest step in its ongoing enforcement overhaul.
July 28 -
The nonprofit is serious about weeding out bad actors among CFP holders, writes Tom Sporkin, the official hired to run its compliance efforts.
July 22CFP Board -
The nonprofit's response to the scathing criticism of the Independent Task Force on Enforcement was to protect its own executives at the expense of benefiting investors, writes Allan Roth.
June 23Wealth Logic -
RBC names new complex directors, Commonwealth added a $200 million team, an ex-advisor is serving 33 months for elder fraud, and other news from the week in financial advice.
May 14 -
The update is a step forward to being more inclusive of individuals who don’t identify as male or female.
April 5 -
The change will affect continuing education immediately and certification examinations starting in March 2022.
March 31 -
Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.
March 29 -
More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.
February 24 -
A new committee staffed by CFP pros and others is tasked with refreshing what consequences advisors will face for failing to comply with the board’s standards.
February 1