CFP Board Releases New Practice Exams

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…

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CFP Board Releases 2022 Ad Campaigns

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…

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CFP Board Launches CFP® Certification Diversity Scholarship

CFP® Board Updates The CFP Board Center for Financial and Financial Alliance for Racial Equality (FARE) are launching a new scholarship for attaining CFP® Certification.  This scholarship is aimed towards advancing the profession by growing the next generation of diverse CFP® Professionals. For students seeking to complete a certificate-level CFP Board registered program, up to…

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CFP Board awards record number of scholarships in 2021

CFP® Board Updates The CFP Board Center for Financial Planning recently released great news regarding scholarships provided for CFP® Certification Education.  In 2021, the Center provided more than $300,000 in funds to 80 scholarship awardees.  In total, the Center has provided 180 scholarships, totaling more than $800,000 since the launch of the first scholarship program…

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Recent Surveys Indicate High Satisfaction Among CFP® Professionals

CFP® Board Updates A recent survey of CFP® Professionals indicates continued high satisfaction with their career choice as a financial planner.   In addition, the survey revealed CFP® Professionals continue to see positive impact in their career from having achieved the certification. A few of the key findings, which highlight just a small portion of the…

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CFP Board Announces 2021 Virtual Diversity Summit and Career Fair

CFP® Board Updates The CFP® Board will be holding the 2021 Virtual Diversity Summit from November 17 – 19, 2021.  The Summit focuses on solutions to advance diversity and inclusion in financial planning. The event will also feature a virtual career fair focused on women and people of color, connecting with employers. The virtual career…

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September 2021 CFP Board Newsletter

CFP® Board Updates The CFP Board periodically releases a newsletter summarizing recent updates, changes, and news. The September 16, 2021 edition includes: Survey of CFP® Professionals Shows Continued High Satisfaction with Career Choice, CFP® Certification CFP Board Requests Comments on Proposed Revisions to Sanction Guidelines and Procedural Rules by September 21 CFP Board Imposes Sanctions…

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CFP Board Encourages Pro Bono

CFP® Board Updates Pro Bono is typically thought of as something attorneys provide.  While the work attorneys do to help those in difficult legal situations without access to competent support, it’s just as important that those in financial services provide a similar benefit when possible. If you’re a CFP® Professional with a desire to help…

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$1 million gift to Center for Financial Planning

CFP® Board Updates The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession.  The center addresses profession-wide challenges in the areas of diversity and workforce development by bringing together industry professionals, educators, firms, and experts to collaborate and conduct and publish research in these areas. On August…

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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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