Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
18 posts
CFP Board Postpones July Exam
Industry organizations continue to pivot in response to the coronavirus pandemic and economic crisis, with some recent developments…
Wait and See, Say CFPs
More than a third of certified financial planners are telling their clients to hold off on making any…
Industry to Congress: Restore, Expand Financial Advice Deduction
A group of prominent financial services associations is urging Congress to restore—and expand—the deductibility of professional investment and…
SECURE Act Subject of New CFP Exam Prep Resource
Changes as a result of the SECURE Act are being incorporated into the July CFP certification exam (which…
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
CFP Board Delays Enforcement Date for New ‘Code and Standards’
Certified Financial Planners will have an additional nine months to align their business models with the CFP Board…
New Standards Guidance Available for ‘Fee-Only’ CFPs
The Certified Financial Planner Board of Standards (CFP Board) has called its upcoming Oct. 1, 2019 adoption of…
‘Does My Employer Offer a 401k?’ Too Many Americans Don’t Know
Despite one of the strongest economies in decades, only one in four Americans feel financially prepared for retirement.…