CFP Board Updates

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…

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…

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…

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…

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…

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…

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…