Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
17 posts
FSI, SIFMA Join Lawsuit Against Fiduciary Rule; CFP Board Backs It in Separate Suit
Filings opposing and supporting the rule are in response to two separate lawsuits challenging rule currently set to take effect in September
Retirement Security Rule Update: 14 Stakeholders Set to Meet with OMB
As part of the White House Office of Management and Budget’s ongoing review of the controversial DOL rule, meetings will occur April 2-12
Investors Foresee Financial Impacts After 2024 Election
Almost all advisors in a CFP Board survey say the election cycle will have some sort of impact on investors' finances
CFP Board Releases SECURE 2.0 Exam Resource, Reports All-Time High in CFP Professionals
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year recorded in 2023
CFP Board List Steps to Recruiting and Retaining Diverse Workforces
The CFP Board's report outlines ways firms can create a "culture of retention" for diverse talent
Higher Default Savings Rates Lead to More Retirement Contributions
Recent findings by industry leaders David Blanchett, Michael Finke, and Zhikun Liu explore the relationship between default savings rates and investment decisions
Talking Crypto with Clients: CFP Board Issues Guidance
The Certified Financial Planner Board of Standards released a new notice on cryptocurrency-related discussions for CFPs
CFP Board to Strengthen Ethics, Conduct Enforcement
The Certified Financial Planner Board of Standards said it will implement additional measures to strengthen the enforcement of…
CFP Board to Permanently Allow Disciplinary Hearings by Video
The traditional processes and procedures that will rebound as the economy opens—and those that will fall victim to…
CFP Board Postpones July Exam
Industry organizations continue to pivot in response to the coronavirus pandemic and economic crisis, with some recent developments…