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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

CFP Board Updates CFP Board, along with other members of the Financial Planning Coalition, penned a comment letter to the Department of Labor strongly objecting to a proposed retirement investment advice rule. The basis for the objections is that the proposal conflicts with: Employee Retirement Income Security Act (ERISA) requirements, and CFP Board Code of…

Read More

CFP® Board Updates CFP Board continues to offer COVID19 risk mitigation for qualified candidates. Key excerpts from recent CFP Board FAQs follow: What is Remote Proctoring? “…an exam delivery method that allows candidates to take the CFP® Exam from home or a location of their choice, rather than at a Prometric test center. CFP Board’s…

Read More

CFP® Board Updates Here’s your chance to save hundreds of dollars in CFP® Exam fees and receive free resources for the next two CFP® Exams. Here’s an excerpt from a recent CFP Board email: “Your next chance to take the CFP® Exam is during the 8-day testing window from September 22-29, 2020. When you sign up by August 25 , you’ll…

Read More

CFP® Board Updates On July 16th, the CFP Board announced an update to arrangements for the September 2020 examination. For candidates who would need to travel more than 50 miles or have a health concern, so long as they can meet minimum technology requirements, a remote proctoring option will be available. This is in response…

Read More