CFP Board Updates

CFP® Board Updates The 2023 CFP Board Conference will again be a combined conference of CFP Board Registered Programs and the Annual Firms Summit.  Through combined sessions as well as firm and registered program specific tracks, conference attendees will have a special opportunity to meet, network, and share knowledge that advances their roles in and…

CFP® Board Updates The CFP Board announced in January that they have established a new 501(c)(6) to help achieve their strategic workforce development priorities.  The end result will be a 501(c)(3) called the CFP Board Center for Financial Planning and a 501(c)(6) called the CFP Board of Standards. Why are they taking this action? The…

CFP® Board Updates The CFP Board has announced they will be forming a Competency Standards Commission in 2023.  The purpose of the commission will be to review and evaluate the CFP Board’s competency requirements for Education, Examination, Experience, and Continuing Education. The commission will be comprised of volunteers selected from financial services firms, educators, certification…

CFP® Board Updates NOTE:  THIS IS A REPEAT OF LAST MONTH’S BLOG.  WE WANT TO BE SURE EVERYONE IS AWARE OF THE NEW REQUIREMENT Students of our CFP Certification Education Programs are aware, but this may serve as a reminder, the CFP Board will begin charging the $195 “Per Capita” fee on January 1, 2023.…

CFP® Board Updates Students of our CFP Certification Education Programs are aware, but this may serve as a reminder, the CFP Board will begin charging the $195 “Per Capita” fee on January 1, 2023. What is the Per Capita Fee? When a student completes this program, we report it to the CFP Board, and the…

CFP® Board Updates The CFP Board and the Center for Financial Planning have announced the dates for the 2022 Academic Research Colloquium for Financial Planning.  The conference will be held at the Conrad Washington, DC on October 24th and 25th, 2022. The Colloquium, which is an initiative of the Center for Financial Planning, is a…

CFP® Board Updates The CFP Board announced in June that the Center for Financial Planning has surpassed $1 million is scholarships.  This incredible milestone brings the Center to a total of 225 scholarships awarded.  What makes these scholarships so special is that most are focused on students in underrepresented populations in financial planning, continuing the…

CFP® Board Updates The 2022 CFP Board Conference will be the first year for a combined conference of CFP Board Registered Programs and the Annual Firms Summit.  This exclusive conference is an intersection of today’s employers of CFP® Professionals and the colleges and universities preparing the CFP® Professionals of tomorrow. The conference will be held…

CFP® Board Updates For several years, the CFP Board has provided CFP Board exam practice exams to help students prepare for the board exam.  Those exams have now been updated to mirror the format and content coverage of the CFP® Board Exam, which provides the closest possible experience to exam day.  In addition, upon completion…

CFP® Board Updates In their ongoing effort to grow the recognition of the CFP® Certification among both potential professionals and clients of professionals, the CFP Board has made some adjustments to their plan for digital advertising in 2022. Of particular interest, the board plans to devote nearly 16% of their advertising budget to digital streaming…