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Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
5h ago -
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
July 3 -
A former marketing executive at the CFA Institute faces charges of embezzling nearly $5 million to fund extravagant expenses, including luxury travel and a $150,000 engagement ring, according to prosecutors.
June 24 -
The new rules, set to take effect May 23, will allow CFP applicants to forgo a more intensive review process in certain circumstances.
May 19 -
Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
April 30 -
Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.
February 23 -
Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
February 6 -
The many technical skills and professional requirements get most of the attention. But experts say a transition also requires a great deal of time and other capabilities.
January 17 -
The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and brokers who collect transaction-based commissions.
January 2 -
The standard-setting group is mulling increasing continuing education requirements and requiring that CFP aspirants have certain types of financial planning-related experiences, among other changes.
December 17