CFP in the News

CFP® Certificants in the News True or False? A CFP® certificant is allowed to have a material conflict of interest with a client when providing financial advice. Answer. The statement is conditionally true. A certificant can have a conflict of interest with a client as long as the conflict is fully disclosed, the client agrees…

CFP® Certificant in the News Here’s the big news for CFP® certificants: Effective October 1, 2019, a fiduciary duty is owed to clients in more circumstances than under the previous CFP Board requirements. Fiduciary duty is the very foundation upon which a great deal of the new Code and Standards rests. A CFP® certificant is…

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,…

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…

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…

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…

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…

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…

Greene Consulting, a leading financial services education and consulting firm, and the University of Georgia’s Terry College of Business, one of the top business schools in the country, announces a new start date for the next Live Instructor-Led Certified Financial Planner™ Certification Education Online class. The next class begins on Wednesday, February 24, 2016, at…

We are excited to announce the Certified Personal Retirement Specialist™ designation. The Certified Personal Retirement Specialist™ (CPRS™) designation covers topics beyond the CFP Board Exam. In-depth education of retirement planning techniques and actionable examples for how to effectively communicate retirement complexities with clients is a key part of the designation. This comprehensive professional designation is…