Changes to CFP Board Principal Knowledge Topics

CFP® Board Updates Earlier this year, the CFP Board announced the results of the latest Practice Study Analysis, which among other things, informs the board on necessary updates to the Principals Knowledge Topics. These topics are the base of approved educational provider curriculum, and are the topics tested on the CFP Board Exam. The March…

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Value of CFP® Certification to Female Advisors

CFP® Board Updates A recent independent study from AITE group revealed the strengths and unique characteristics female CFP® Professionals bring to wealth management practices and their clients.  And in line with the CFP Board’s view, the study also concluded an urgent need for more female CFP® Professionals – specifically client facing. The study, titled “Building…

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Validating and Measuring Competency

CFP® Board Updates For the past decade or so, the CFP Board has been putting an increased emphasis on the importance of being able to validate and measure competency for CFP Professionals.  While the certification itself signifies that someone has mastered the required body of knowledge, that knowledge alone isn’t enough to truly become a…

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Total CFP® Professionals Approaches 90,000

CFP® Board Updates Updated demographics from the CFP Board reveals there are now nearly 90,000 CFP® Professionals.  With the CFP Board exam in July, we will no doubt cross over that mark and head towards 100,000.  An impressive number when you consider there were just over 60,000 just a few years ago.  These numbers are…

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CFP Board Launches Spring Awareness Campaign

CFP® BOARD UPDATES The CFP Board has launched its Spring 2021 Public Awareness Campaign.  The focus of the campaign is to raise awareness of the value of the CFP® Certification and the peace of mind that comes from having a CFP® Professional help prepare a financial plan. The Board has been running awareness campaigns since…

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CFP Board Releases New Compliance Resources

CFP® BOARD UPDATES The CFP Board has developed and made available a series of resources that will help CFP® Professionals navigate the sometimes choppy waters of CFP Board compliance.  These guidance resources help CFP® Professionals understand and comply with the Code of Ethics and Standards of Conduct. These resources include: An FAQ to help locate…

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2021 CFP Board Exam Dates Set

CFP Board Updates The CFP Board has confirmed exam dates for the three 2021 CFP Board Exam cycles. The CFP® Exam is offered three times a year across 8-day testing windows that take place in March, July and November. You’ll be able to select your test day and testing location from a network of convenient…

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CFP Board Relaunches Financial Planning Website

CFP Board Updates Based on feedback from consumer research and user testing, the CFP Board has revamped and now relaunched the financial planning website – letsmakeaplan.org. The goal of the new website is to provide content that enables the consumer to gain a better understanding of the importance of financial planning and then how to…

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CFP Board Registered Programs Conference

CFP Board Updates The CFP Board Registered Programs Conference took place December 15-16, 2020. The conference is an annual gathering of financial planning educators, thought leaders, financial service professionals, and the CFP Board. For registered programs, it provides an opportunity to network with other schools and learn valuable updates from the CFP Board. This year’s…

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CFP Board Registered Programs Conference Goes Virtual

CFP Board Updates The CFP Board recently announced the 2020 Registered Programs Conference will be held virtually this year on December 15 and 16, 2020. The conference provides the opportunity for approved educational programs to receive valuable updates from the Board, as well as connect with colleagues and the Board. To learn more about the…

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