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Quick Links • Learn About Financial Planning
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CFP Board Mission: The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. Learn more about CFP Board >
Announcements: CFP® EXAM UPDATE:
PROPOSED FINANCIAL PLAN DEVELOPMENT COURSE REQUIREMENT:On August 3, 2009, CFP Board issued a request for comments on the proposed addition of a financial plan development course requirement to CFP Board's education standards. Comments received during the 60-day comment period, which ended October 2, 2009, will be reviewed and considered by CFP Board and have been posted to CFP Board's Web site. Read more > CFP BOARD'S POLICY CENTER: CFP Board’s Policy Center allows you to keep-up-to date on CFP Board’s involvement in legislative and regulatory issues affecting the financial planning profession. Read more >
The Coalition has called for the establishment of a professional standards-setting oversight board for financial planners that would be subject to SEC authority. Read the Case Statement >
Ethical Standards and Resources: On May 31, 2007, CFP Board announced the adoption of an updated Standards of Professional Conduct, which sets forth the ethical standards for CFP® professionals. The updated Standards, which have an effective date of July 1, 2008 and an enforcement date of January 1, 2009, were designed to maintain CFP Board's high ethical standards, strengthen them in several important ways, and present the standards in a manner that will be easily understood by CFP® professionals and the public they serve. Learn more >
CFP Board News: CFP BOARD CENSURES IMPROPER CFP® CERTIFICANT CONDUCT WASHINGTON, DC, March 5, 2010—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Max J. Safdie of Mill Valley, California, suspending his right to use the CFP® certification marks, effective immediately. Full Article > FINANCIAL PLANNING COALITION SHARES WITH CONGRESS NEW POLL DEMONSTRATING STRONG PUBLIC SUPPORT FOR FINANCIAL PLANNING STANDARDS IN UPCOMING REGULATION BILL Survey of Washington D.C. Residents Showed 83% of Respondents Were in
Favor of Establishing Standards for Financial Planning CFP BOARD AWARDS $105,195 IN GRANT FUNDING TO HELP PEOPLE BENEFIT FROM FINANCIAL PLANNING Washington, DC, February 1, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) has awarded grants totaling $105,195 to three projects designed to help more Americans benefit from competent and ethical financial planning. Full Article >
Recent CFP Board Events: WEBINAR: CE SPONSOR PROGRAM - BACK TO BASICS, JANUARY 20, 2010:
This Webinar reviews CFP Board's continuing education standards and the basic tools CE Sponsors need to provide quality continuing education programming for CFP® certificants. A recording of the Webinar is now available. Learn more > WEBINAR: PRACTICAL APPLICATIONS OF THE FIDUCIARY STANDARD OF CARE, DECEMBER 9, 2009:
A recent study conducted by CFP Board found that many CFP® professionals want to learn more about the Standards of Professional Conduct to better understand when the fiduciary and baseline duties of care apply. CFP Board answered these questions, and more, during this Webinar presented by members of CFP Board’s Ethics Task Force. A recording of the Webinar is now available. Learn more > | ||||||
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