Posts by Dan Madden, CFP®
What Changes Did the CFP Board Make to Exam Retake Limits?
In an effort to help our CFP educational program students and prospective students maintain awareness surrounding CFP Board updates and changes, we will periodically provide important news and resource updates. Most recently, the CFP Board has announced that they are changing their policy on the number of times you can attempt to take the CFP…
Read MoreHow Has the CFP Board Changed the Education Reporting Process?
The Certified Financial Planner Board of Standards has updated the way student completion of educational programs, such as ours, are reported. Previously, when students would complete their CFP® Certification Education, the process for reporting that completion would be as follows: Students receive a letter of completion from their educational provider Students send the letter of completion to the…
Read MoreGreene Consulting CFP® Certification Education Has Gone Mobile!
Greene Consulting, along with our university partners, is proud to announce that our Certified Financial Planner Program has gone fully mobile! Our partners include: North Carolina State University (NCSU) University of Georgia | Terry College of Business (UGA) University of Texas San Antonio (UTSA) We have just launched the availability of our entire online CFP program on Tablet…
Read MoreFinancial Planner Update – The IRS Announces Inflation Adjustments for 2012
Financial planners should take note that the IRS recently announced inflation adjustments for 2012. In addition to increasing personal exemptions, standard deductions, and widening the tax brackets for income taxes, this will also raise the estate tax applicable exclusion amount to $5,120,000 (up from $5,000,000). The annual exclusion for gifts, however, will remain unchanged at…
Read MoreTop 10 CFP® Financial Planner Education Programs
The University of Georgia, one of our excellent CFP® Certification Education Program partners, was recently profiled in an article by Financial Planning magazine! The article is about the top 10 CFP® Education programs in the country and we’re honored to be listed with the other UGA programs. This demonstrates that the hard work put in…
Read MoreImpact of CFP Certification upon Earnings
The CFP Board recently released a document showing earning trends for certified financial planners. It is no surprise that 2008 had a negative impact upon earnings. What is surprising, however, is that the post-certification impact upon earnings for those persons newly acquiring their certification appears to have continued expanding. This is good news for those who are…
Read MoreReport from the CFP Board Annual Conference
The CFP Board hosted its annual conference last week for directors of CFP registered education programs. Here are some of the highlights: The CFP Board is currently promoting a public awareness campaign to educate the public about the value of utilizing certified financial planner professionals. Much of the conference dealt with the new educational requirements…
Read MoreCFP Board Changes Education Component
Financial Plan Development Course The CFP Board is adding a new component to the educational component of CFP® Certification. Beginning in 2012, the new Financial Plan Development course will become required of all educational providers. The purpose of the new course, as stated by the CFP Board, is “… to require the financial planning student…
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