CFP Board

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.

Advisors and their firms should be prepared for how they will respond to expanded fiduciary responsibilities under new standards.

The group cited "confusion" among certified planners sparked by passage of the SEC's less-strict Regulation Best Interest.

The suggestion comes amid opposition from brokerage firms to an expanded fiduciary obligation.

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.

“We are not delaying and we are not changing the standard,” Chairwoman Susan John says of pressure to weaken the board’s tougher guidelines in line with the SEC’s Reg BI.

Unconflicted enforcement of the new code requires monetary investment from certificants.

A young advisor put her faith in letters and numbers until a client set her straight.

Brokers at the firm have expressed concern their employer and the CFP Board are on a collision course.

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

The updated site will include more listings as well as opportunities for career coaching.

Investor advocates blast the SEC's proposal, telling lawmakers it would do more harm than good.