CFP Board

The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.

A federal judge issued a restraining order and a temporary asset freeze against the former broker.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

The decision landed just hours after the Department of Labor asked for the decision to be postponed while it complies with a Trump order to review the regulation.

The move is additional fallout from the president's memo to the Department of Labor to review the regulation and possibly rescind it.

CFP Board and other supporters see the Labor Department's rule on retirement advice under assault, digging in for fight against administrative or legislative efforts to delay the rule.

For the first time since 2008, a commission will propose long-awaited changes to the Standards of Professional Conduct. Areas under review include code of ethics and planning practice standards.

Dan Moisand's firm joins the Institute for the Fiduciary Standard's new listing. Moisand is a former CFP Board official and ex-president of the FPA.

Will Chief District Judge Barbara Lynn be the first to rule against the regulation? Opponents of a case in Texas federal court have high hopes.