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The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."
January 7
Financial Planning Hawaii -
The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.
December 26 -
Addressing the imbalance in the industry is a strategic imperative.
December 20
TD Ameritrade Institutional -
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An unknown number of test-takers viewed results online showing that they had passed, when their results were still under review.
December 11 -
Find out where this year's programs fall on the map.
November 30 -
The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.
November 27 -
The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.
October 23 -
Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.
October 16 -
Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.
October 1
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In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.
September 24 -
Advisors may need to shed the AUM model of the past, says the TD Ameritrade Insitutional president. Also: The biggest threat to RIAs and the outlook for job-hunting advisors.
September 13 -
The more you learn, the more you realize how little you know.
September 6 -
The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.
August 28 -
Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.
August 17 -
Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.
August 16 -
It will host public forums in nearly two dozen cities over the next 16 months.
August 1 -
Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.
July 23 -
Brod will step in just after the board's controversial new code of ethics and standards takes effect in 2020.
July 17 -
The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.
June 29












