The long-awaited bipartisan SECURE Act (the Act) was finally approved by the House on December 17, 2019, after a seemingly interminable process that began in March 2019. The Senate approved the measure at the speed of light (at least by legislative standards) on December 19. President Trump signed the measure into law the next day,…

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CFP Board’s December 17, 2019, Independent Task Force Report Apparently, there’s a new Sheriff in town.  As a result of a recent task force analysis, CFP Board will now conduct annual background checks on CFP® Certificants.  An overview of the Board’s report follows: Overview On July 30, 2019, the Board of Directors of CFP Board (“The Board”)…

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CFP® Certificant in the News According to the CFP Board, “the percentage of women CFP® professionals has remained flat at 23 percent for at least a decade.” Based upon CFP Board commission researched aimed at increasing that percentage, the “WIN Council” and “WIN Advocates” were created by the Board. Key information follows: “WIN Council Following…

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CFP Board’s November 2019 “Let’s Make a Plan” newsletter addresses digital security and more There’s never been a time in history when it was more important to keep online financial records private. For example: A 2019 Pew Research Center FACTANK report indicates 9 in every 10 Americans use the internet for online shopping and social…

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CFP® Board Updates The CFP Board has named D.A. Abrams, CAE as the new Managing Director of the Center for Financial Planning. In this role, Mr. Abrams will provide leadership and vision to the Center as it continues its focus on diversity, inclusion, and sustainability of the financial planning profession. The CFP Board Center for…

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CFP Board Releases 2019 Survey of CFP® Professionals. CFP Board surveys its Certificants every two years. The 2019 survey canvassed 800 CFP® Professionals and addressed a number of topics, including job satisfaction and key demographic metrics. Job Satisfaction CFP Board reported a continued trend of high job satisfaction among CFP® Professionals working as financial planners.…

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