CFP Board

Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”

When Congress killed tax deductions for financial advice in 2017, the world was a different place. Now planners want them restored to help clients during the coronavirus crisis

“We are trying to balance the health and safety of the [CFP] candidates with their desire to complete the exam,” CEO Kevin Keller says.

Restoring fee-model disclosures to its website is just the first step in correcting the organization’s “monumental failure,” according to fiduciary watchdog Ron Rhoades.

The decision does not diminish the board's conviction that consumers have a right to know how they are paying for products and services, writes the former board chairwoman.

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

Communities of color still don’t see enough advisors “who look like them.”

I don't need outside credentials to bolster my credibility — I have my own.

These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.

Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.

At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn't a profession at all.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.

After an investigation into the self-disclosure of regulatory incidents, the board is looking to strengthen the review process and clear up public confusion.

Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way.

The certifying body says it will no longer rely on advisors’ reports and it is convening a new task force to modernize enforcement.