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CFP in the News

CFP® Professionals and Recession Preparedness

While pundits have predicted a recession that has yet to happen for several years, clients do worry about the impact to their finances if a recession occurs. According to a recent survey by CFP Board, CFP® professionals and other financial advisors make a difference in client confidence when facing recession concerns. According to the survey,…

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CFP® Certificants in the News: Are You Committing Financial Planning?

CFP® Certificant in the News A CFP® Certificant is subject to a greater duty, the duty to adhere to the Practice Standards, to clients when providing Financial Planning vs. when providing Financial Advice. As we will see in just a moment, a Certificant may be subject to the Practice Standards based upon what the client…

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CFP® Certificants in the News: Dangerous Misconceptions About A CFP® Certificant’s Duty to Disclose Material Conflicts of Interest

CFP® Certificant in the News In our last blog, we illuminated CFP Board’s expectation that a certificant either avoid OR disclose and manage material conflicts of interest. That’s a simple instruction, right?  Maybe or maybe not.  It’s easy to confuse “material conflict of interest” as only sales-related compensation such as upfront commissions, deferred sales charges,…

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CFP® Certificants in the News: Rick’s Story

CFP® Certificant in the News People Helping People  It was the way I was raised – you help people out who need help. That is why I got into this business as a financial planner. It is meaningful to me to help people make changes in their lives.” –Rick Fingerman, CFP® When a cancer diagnosis…

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CFP® Certificants in the News: Sarah’s Story

CFP® Certificant in the News People Helping People   “I see how much I can change the lives of Samir and her family by providing them with good financial principles and understanding.” –Sarah Barker As Americans, we can take for granted our basic understanding of how the U.S. financial system operates. For example, we know how…

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CFP® Certificants in the News: Helping Veterans Stay Financially FIT

On Memorial Day, we honored those brave men and women who gave their very blood to protect and defend our freedoms. The sheer number of those who gave it all is humbling. Since our nation’s founding, those servicewomen and servicemen who died while serving is roughly equal to the population of Dallas, Texas – 1.3…

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CFP Board Career Center Career Fair

Don’t miss out! There’s still time to sign up for the CFP Board Career Center Career Fair. Join us on Wednesday, April 19, from 1-5 PM (ET) for an exclusive opportunity to connect with recruiters from top employers in the financial services industry—all without leaving your home or office! Don’t miss your chance to engage…

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CFP Board Online Career Fair

The CFP Board is hosting an online career fair on September 13, from 1-4pm (EDT). This provides a great opportunity to connect with organizations like Northwestern Mutual, Fidelity, Vanguard, and many more. Participants will be connected directly with representatives from organizations for 1-on-1 text-based chats. To learn more about the career fair and register to…

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