CFP Board

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

John helped found the coalition between the board, NAPFA and the FPA.

A new toolkit is being offered to students before the next test sitting in November.

The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

Some predict the new standards will push more planners to drop their CFPs.

Even as the board seeks stricter fiduciary rules, there are concerns about loopholes on conflicts and commissions.

After a social media quote provoked criticism, the special advisor on gender diversity replies.

Hiring former professionals could help firms improve diversity in a field that’s still 84% male.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

The adviser allowed her disabled sister to die of untreated bedsores, according to the D.A. It’s the first known such case involving a CFP, says the 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.