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Jul 05, 2022, 10:00 ET CFP Board Imposes Public Sanctions on 17 Individuals

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public sanctions against 17 current or former CFP® professionals or...

Jun 28, 2022, 10:00 ET CFP Board Imposes Interim Suspension on Patrick M. Egan of Alhambra, California

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification...

Jun 16, 2022, 10:00 ET CFP Board Center for Financial Planning Surpasses $1 Million in Scholarship Funding

The CFP Board Center for Financial Planning ("Center") announced today that it has reached a major milestone this month, awarding more than $1...

Jun 14, 2022, 10:00 ET CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP® as Director of Knowledge for Practice

The CFP Board Center for Financial Planning ("Center") announced today that it has named psychologist and financial educator Matt Goren, Ph.D., CFP®...

Jun 09, 2022, 14:00 ET CFP Board Center for Financial Planning Appoints Stephen Horan as Executive Editor of Financial Planning Review

The CFP Board Center for Financial Planning ("Center") announced today that it has named Stephen Horan, Ph.D., CFA, CIPM, CAIA as Executive Editor of ...

Jun 08, 2022, 10:00 ET CFP Board Appoints David Nanigian, Ph.D., MBA, CFP® as Director of Education

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named David Nanigian, Ph.D., MBA, CFP® as its Director...

Jun 07, 2022, 14:00 ET CFP Board Center for Financial Planning Announces Expanded Partnership with Charles Schwab Foundation and Schwab Advisor Services

The CFP Board Center for Financial Planning ("Center") today announced that Schwab Advisor Services and the Charles Schwab Foundation are expanding...

May 11, 2022, 10:00 ET CFP Board Imposes Interim Suspension on Shawn Parker of St. Charles, Illinois

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification...

May 03, 2022, 10:00 ET CFP Board Imposes Public Sanctions On 25 Individuals

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public sanctions against 25 current or former CFP® professionals or...

May 02, 2022, 10:00 ET CFP Board Appoints Michael Kothakota, Ph.D., CFP® as Head of Research

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Michael Kothakota, Ph.D., CFP® as its first Head...

Apr 29, 2022, 10:00 ET CFP Board Imposes Interim Suspension on David Campanella of Hudson, Ohio

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification...

Apr 27, 2022, 10:00 ET CFP Board Releases Six-Part Book on Psychology of Financial Planning

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today the release of The Psychology of Financial Planning, a six-part book ...

Apr 26, 2022, 10:00 ET CFP Board Announces March 2022 CFP® Certification Exam Results

Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the results of the March 2022 CFP® Certification Exam. The exam was...

Apr 21, 2022, 10:00 ET CFP Board Appoints Kevin Yea as Chief Financial Officer

Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced Kevin Yea as its new Chief Financial Officer, effective May 2, after ...

Apr 14, 2022, 14:00 ET CFP Board Appoints Joseph Feese as Director of Public Relations

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Joseph Feese as Director of Public Relations,...

Apr 08, 2022, 14:00 ET CFP Board Imposes an Interim Suspension on Michael Giannetti of Grapevine, Texas

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification...

Mar 08, 2022, 10:00 ET CFP Board Issues New Resources for Firms Offering Financial Planning

Certified Financial Planner Board of Standards, Inc. has released two new resources for firms to help them develop their financial planning...

Mar 04, 2022, 14:00 ET CFP Board Imposes Interim Suspension on Anthony C. Fallahi of Dallas, Texas

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has imposed an interim suspension of the CFP® certification...

Mar 01, 2022, 10:00 ET CFP Board Imposes Public Sanctions On 12 Individuals

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public sanctions against 12 current or former CFP® professionals or...

Feb 16, 2022, 14:00 ET CFP Board Center for Financial Planning Releases Diversity Report

The CFP Board Center for Financial Planning ("Center") released today a new report titled, "Metrics that Matter: Best Practices From Diversity,...

Feb 09, 2022, 14:00 ET CFP Board Issues New Guides for CFP® Professionals on Duty of Care, the Financial Planning Process, Managing Conflicts of Interest

Certified Financial Planner Board of Standards, Inc. has released three new guides to help CFP® professionals uphold the Code of Ethics and Standards ...

Feb 08, 2022, 14:00 ET CFP Board Imposes Interim Suspension on James Iannazzo of Southport, Connecticut

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification...

Feb 03, 2022, 15:29 ET CFP Board Imposes Interim Suspensions on Randall Scott Boll of Old Hickory, Tennessee and David Yow-Shang Chiueh of East Hanover, New Jersey

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed interim suspensions of the CFP® certification against...

Jan 27, 2022, 14:00 ET CFP Board Center for Financial Planning Announces Record Breaking Number of Scholarships Awarded in 2021

The CFP Board Center for Financial Planning ("Center") announced today a new single-year record of scholarships awarded to students and recent...

Jan 26, 2022, 14:00 ET CFP Board Surpasses 92,000+ CFP® Professionals, Increases Gender and Racial Diversity of Financial Planning Profession

Certified Financial Planner Board of Standards, Inc. today announced strong increases in the number and diversity of CFP® professionals in 2021, with ...