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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Debut of the Certified Personal Retirement Specialist™ Professional Designation

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…

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Bipartisan Solutions for America’s Broken Tax Code

Congressman Dave Camp (R-MI), Chairman of the powerful Ways and Means Committee, recently released draft legislation dubbed The Tax Reform Act of 2014 (TRA 2014). TRA 2014 aims at job growth, a simpler and fairer tax code, and putting more hard-earned income back into the hands of taxpayers.  Laudable goals all, but the bigger news…

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CFP® News: CFP Board Changing Exam-Taking Procedure

The CFP Board has announced that starting in November 2014, the national Board Exam will be computerized and shortened to 6 hours.  The current exam is given over a two-day period, totaling 10 hours, and on a scantron. An ongoing concern of the CFP Board has been the number of students in Approved Educational Programs…

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CFP Board Issues Compliance Checklist for Standards of Professional Conduct

It is no secret that the CFP Board has placed greater and greater emphasis on the Standards of Professional Conduct required of certified financial planners. Evidence of this can be seen in the most recent national Board exams, where greater emphasis has been given to testing knowledge and compliance of these standards. To assist CFP® professionals in complying…

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CFP Board Proposing to Increase CE Hours

The CFP Board is currently proposing to make the following changes in continuing education (CE) requirements for certified financial planners: Increasing total CE hours required for each renewal period (every 2 years) from 30 to 40 hours. Granting credit for practice management programs and/or pro bono activities sponsored by a registered CE sponsor organization (up…

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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…

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CFP 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…

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CFP 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:…

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