CFP in the News
A New Study Reports… Advisors with CFP® Certification Satisfy More Clients, Resulting in Increased Revenue
According to the Certified Financial Planner Board of Standards, Inc. (CFP Board), Advisors holding CERTIFIED FINANCIAL PLANNER™ (CFP®) designations provide a greater level of quality service to their clients, compared to those without the certification, resulting in higher client satisfaction. Higher client satisfaction in turn translates to increased revenue. This information is based on a…
Read MoreCFP Board Proposes Changes to the Continuing Education Requirements of CFP(R) Certificants
After six months of reviewing the current continuing education requirements of Certified Financial Planner™ (CFP®) certificants, the Certified Financial Planner Board of Standards, Inc. (CFP Board) has established proposed changes to the current requirements. Last Friday, August 17, 2012, the CFP Board announced the proposal of the new rules regarding the continuing education requirement for…
Read MoreCFP Board Approves Changes for the Better
On April 5, 2012, Certified Financial Planner Board of Standards, Inc. communicated changes incorporated into the CFP® designation. These changes were implemented to strengthen the rules and procedures and to clarify public disclosure. The changes mainly touch three domains of requirements: Experience, Bankruptcy Disclosure Procedure, and Amendments to Disciplinary Rules. Changes in the Experience Requirement:…
Read MoreFINRA Outlines New Suitability Requirements
The date of July 9, 2012, marks the implementation of new FINRA rules governing the suitability requirements of brokers under Rule 2111. While many see this as the first foray into a new set of regulations and harmonization of the true fiduciary standards that RIA’s must meet, these new rules and standards push brokers to…
Read MoreNOTICE: CFP Program Annual Course Updates
In the next 6 days, we will be introducing updates to both the Estate Planning and Retirement Planning courses, in that order. The updates will center on 2012 inflation adjustments. To ensure your success, if you are close to taking an exam, you will see an “Updates for the Course Midterm/Final Exam” link above the…
Read MoreBenefits of Accelerated Online CFP Programs
With any new endeavor, there is always the question of whether or not you’re qualified. It’s no different when beginning the CFP® Certification process. For all of the career changers, or even those who only have experience in one of the major areas, there’s a concern that you’ll need some kind of base of knowledge regarding…
Read MoreDo Financial Planning Programs Prepare You for What You Encounter on the Job?
One of the benefits of serving the CFP marketplace as an educational provider is the privilege we have to connect with so many individuals of various backgrounds. Whether they have been serving clients within the wealth management industry for many years, whether they are considering a change of career, or those only looking to better their knowledge of the financial…
Read MoreWhat Changes Did the CFP Board Make to Exam Retake Limits?
In an effort to help our CFP educational program students and prospective students maintain awareness surrounding CFP Board updates and changes, we will periodically provide important news and resource updates. Most recently, the CFP Board has announced that they are changing their policy on the number of times you can attempt to take the CFP…
Read MoreHow Has the CFP Board Changed the Education Reporting Process?
The Certified Financial Planner Board of Standards has updated the way student completion of educational programs, such as ours, are reported. Previously, when students would complete their CFP® Certification Education, the process for reporting that completion would be as follows: Students receive a letter of completion from their educational provider Students send the letter of completion to the…
Read MoreGreene Consulting CFP® Certification Education Has Gone Mobile!
Greene Consulting, along with our university partners, is proud to announce that our Certified Financial Planner Program has gone fully mobile! Our partners include: North Carolina State University (NCSU) University of Georgia | Terry College of Business (UGA) University of Texas San Antonio (UTSA) We have just launched the availability of our entire online CFP program on Tablet…
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