Browsing Tag
Certified Financial Planner Board of Standards (CFP Board)
32 posts
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
CFP Board enforcement measures include enhanced background checks and stricter oversight to strengthen ethics and protect consumers.
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
CFP exam September 2020 postponed by CFP Board for candidate safety amid COVID-19, with new testing dates announced.
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
SECURE Act CFP Exam updates for July 2020 help candidates prepare with key changes, tips, and learning objectives for success.
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…