Releases & Articles

1/7/2009 - STATEMENT OF UNDERSTANDING OF THE FINANCIAL PLANNING COALITION
WASHINGTON, DC, January 7, 2009 – Certified Financial Planner Board of Standards (CFP Board), the Financial Planning Association® (FPA®) and the National Association for Personal Financial Advisors (NAPFA), leading national organizations representing the development and advancement of the financial planning profession, release a Statement of Understanding of the Financial Planning Coalition.
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1/2/2009 - CFP BOARD SEEKS COMMENT ON PROPOSED REVISIONS TO ITS DISCIPLINARY RULES AND PROCEDURES
WASHINGTON, DC, January 2, 2009 – CFP Board is soliciting public comment on proposed revisions to its Disciplinary Rules and Procedures. The proposed revisions outline the duties of the Disciplinary and Ethics Commission, the body that administers disciplinary hearings, and the relationship of those duties to those of CFP Board’s Board of Directors, Chief Executive Officer, and legal counsel.
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12/16/2008 - FORBES.COM AND CFP BOARD HELP AFFLUENT CONSUMERS LOCATE CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS
WASHINGTON, DC, December 16, 2008 – Certified Financial Planner Board of Standards, Inc. (CFP Board) and Forbes.com (www.forbes.com) announced today that consumers will now be able to search for CERTIFIED FINANCIAL PLANNER™ professionals on the Forbes.com web site.
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12/9/2008 - THREE LEADING ORGANIZATIONS BAND TOGETHER TO PURSUE CONSUMER PROTECTION AND INDUSTRY REFORM
WASHINGTON, DC, December 9, 2008 – The three major financial planning organizations in the United States – CFP Board, Financial Planning Association®, and National Association of Personal Financial Advisors – announced today that they are holding a series of exploratory meetings to discuss a unified response to widely expected reform of the financial services industry in the 111th Congress.
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