News from Certified Financial Planner Board of Standards, Inc. A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle. Articles that appear in this section may be written in English or other languages.

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Dec 11, 2017, 11:30 ET CFP Board Discloses Bankruptcies By CFP® Professionals

Certified Financial Planner Board of Standards, Inc. today announced the names of CFP® professionals who (i) have filed for protection or been...


Dec 05, 2017, 14:00 ET Countdown: Important Moves to Make Ahead of Proposed Tax Changes

As Americans begin their end-of-the-year financial planning, the main message in 2017 is clear, according to Senior CFP Board Ambassador Jill...


Dec 04, 2017, 10:00 ET Three New Members Elected to CFP Board's Board of Directors

The Board of Directors for the Certified Financial Planner Board of Standards, Inc. has elected three new members to the Board: Susan Baran,...


Nov 20, 2017, 11:00 ET Give Wisely and Save on Taxes: Tips for Charitable Donations

Many Americans rush to complete their charitable donations before the end of the year. In their haste, they may not recognize two keys to smart...


Nov 15, 2017, 13:00 ET CFP Board Seeks Additional Comments on Proposed Revised Code of Ethics and Standards of Conduct; Sets Intended Effective Date

Certified Financial Planner Board of Standards, Inc. today announced that it will issue for public comment a second draft of proposed revisions to...


Oct 31, 2017, 13:52 ET CFP Board Imposes Interim Suspension on Mark A. Schneider

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has imposed an automatic interim suspension of Mark A....


Oct 12, 2017, 14:56 ET CFP Board Imposes Public Discipline

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public disciplinary actions against the following individuals,...


Oct 12, 2017, 10:00 ET Three Big Priorities for Parents Before They Help with College

This year's federal financial aid forms became available this month, opening the door for parents and students to take advantage of $120 billion...


Oct 03, 2017, 12:00 ET CFP Board, FPA Collaborate to Strengthen Financial Planning Profession

The Financial Planning Association® (FPA®) and the Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that they have...


Oct 02, 2017, 10:00 ET CFP Board Joins FPSB in Recognizing the Inaugural World Financial Planning Day

The Certified Financial Planner Board of Standards, Inc. (CFP Board) is joining with Financial Planning Standards Board Ltd. (FPSB), the global...


Sep 11, 2017, 10:00 ET New Academic Journal: Financial Planning Review

Financial planning as a recognized profession is taking a major step forward with Financial Planning Review, a double-blind, peer-reviewed academic...


Aug 29, 2017, 09:42 ET CFP Board Imposes Interim Suspension on Ken A. Balser

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has imposed an automatic interim suspension of Ken A....


Aug 25, 2017, 09:13 ET CFP Board Imposes Interim Suspension on Lawrence A. deShetler

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


Aug 24, 2017, 10:00 ET Survey of CFP® Professionals Shows High Satisfaction with CFP® Certification and Career Choice, Strong Alignment with CFP Board Priorities

CERTIFIED FINANCIAL PLANNER™ professionals report very high satisfaction with their career choice and decision to obtain the CFP® certification,...


Aug 23, 2017, 13:10 ET Low Volatility Market: Ways to Reduce Risks That Persist

Rising asset values in the stock and housing markets, and low volatility, could be tricking investors into a sense of complacency. To mitigate...


Aug 03, 2017, 10:00 ET Susan John, CFP® Elected 2018 Chair-Elect

Susan John, CFP® has been elected 2018 Chair-elect of the Board of Directors for the Certified Financial Planner Board of Standards, Inc. (CFP...


Jul 25, 2017, 10:11 ET CFP Board Center for Financial Planning Announces Northwestern Mutual Best Paper Award in Insurance/Risk Management

The CFP Board Center for Financial Planning is pleased to announce the Northwestern Mutual Best Paper Award that will be presented at the Academic...


Jul 20, 2017, 09:55 ET New Exam Preparation Toolkit Supports CFP® Candidates Through Pathway to Certification

Certified Financial Planner Board of Standards, Inc. today released its CFP® Exam Candidate Preparation Toolkit to help candidates develop study...


Jul 19, 2017, 10:00 ET Tips for Frustrated Home Buyers

Housing shortages across the country can make home buying ferociously difficult. That frustration is especially acute for first-time buyers, said...


Jul 17, 2017, 12:51 ET CFP Board Discloses Bankruptcies by CFP® Professionals

Certified Financial Planner Board of Standards, Inc. announces today the names of CFP® professionals who (i) have filed for protection or been...


Jun 21, 2017, 11:48 ET June Brings Caps, Gowns and a Tough Financial Conversation

Smart Americans use life events, including births, deaths and marriages, as spurs to help them create or update an estate plan. The graduation of a...


Jun 20, 2017, 10:35 ET CFP Board Releases Draft Revised Code of Ethics and Standards of Conduct

Certified Financial Planner Board of Standards, Inc. today issued a request for public comment on proposed revisions to its Standards of...


Jun 16, 2017, 10:56 ET CFP Board Imposes Interim Suspension on Randy Alford

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


Jun 13, 2017, 10:00 ET CFP Board to Release Draft of Proposed Changes to Standards of Professional Conduct on June 20, 2017

Certified Financial Planner Board of Standards, Inc. today announced that it will release a draft of proposed changes to its Standards of...


May 31, 2017, 11:19 ET CFP Board Announces FINRA as a Quality CE Partner

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that the Financial Industry Regulatory Authority (FINRA) has been...