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Registered Rep. June 1, 2004 Allen Plummer	Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it.
Financial Advisor May 2012	CFP Board Shortens Certification Time The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person has two years of experience.
Investment Advisor December 2006 Dan Moisand	Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board.
Financial Planning December 1, 2012 Kenneth Corbin	Raising the CFP Profile: CEO Kevin Keller Discusses Enforcement CFP Board CEO Kevin Keller talks about enforcing the fiduciary standard and building the image of the profession.
Registered Rep. April 23, 2014 David Armstrong	Editor's Letter: May 2014 The CFP Board's refusal to recognize problems doesn't bode well for the future of an organization that continues to play a vital role.
Financial Advisor November 2005 Fazzi & Simonoff	Rocky Mountain Why? After a year's worth of changes that has seen it's staff cut by 60% and many of its core operations put under intense scrutiny, it's safe to say the Certified Financial Planner Board of Standards is in the midst of remaking itself.
Registered Rep. May 31, 2007	CFP Board Approves Tighter Code of Ethics The CFP Board approved a second round of revisions to its code of ethics, essentially strengthening the duty of care CFP certificants must use with regards to their clients.
Registered Rep. March 18, 2010 Jerry Gleeson	New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain.
Investment Advisor June 2008 Melanie Waddell	On a Mission A conversation with Kevin Keller, in which he promises that his second year as the CFP Board CEO will be even more fruitful than his first.
Financial Planning September 1, 2008 Bob Veres	Power Plays The recent Financial Planners Association luncheon allowed attendees to voice their concerns to a panel that included newly installed CFP Board CEO Kevin Keller.
Investment Advisor June 2007 Bob Clark	Mr. Keller Goes to Washington Some suggestions to the CFP Board's new CEO: Belly up to the bar on the fiduciary thing, already... You can't be a CFP and a registered rep or an insurance agent at the same time... etc.
Registered Rep. August 17, 2011 Jerry Gleeson	CFP Registrations Spike Ahead of New Course Mandate The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour "capstone" course, starting next year, before being allowed to sit for the certification exam.
Financial Advisor February 2012 Jim McConville	CFP Online The whole world seems to be moving online, including programs to earn the certified financial planner designation.
Financial Planning May 1, 2013 Charles R. Chaffin	Making the Case for CFP Standards While the planning profession has evolved considerably, there is still work to be done.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Advisor December 2006 Evan Simonoff	Editor's Note - Beginning All Over Again The departure of CFP Board CEO Sarah Teslik provides the third opportunity in the last six years for a new beginning. Unfortunately, the real problem is why any organization would go through three new beginnings in six years.
Financial Planning February 1, 2005 Ed McCarthy	The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession.
Registered Rep. January 12, 2011 Jerry Gleeson	CFP Board Sees More Planners in Bankruptcy Of all the categories of conduct that will land a certified financial planner before the CFP Board of Standards' Disciplinary and Ethics Commission, bankruptcy currently ranks number one.
Financial Planning November 1, 2011 Miriam Rozen	Surviving Sanctions Financial planners often make the mistake of focusing exclusively on marketing and execution of clients' plans, but overlook their own industry's self-regulatory requirements.
Financial Planning January 1, 2011 Donna Mitchell	Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money.
Financial Advisor March 2004	Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc.
Registered Rep. November 1, 2006 Halah Touryalai	CFP CEO Resigns Sarah Teslik, CEO of the Certified Financial Planner Board, announced that she would resign from her post to take a position at an energy company.
Financial Planning October 1, 2008 Bob Veres	Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission.
Financial Advisor November 2005 Richard B. Wagner	It's a Heart Thing... Obviously, our craft is important. As financial advisors, we have significance because we help other people have better lives, and we help them and our society work with the money forces.
Financial Advisor May 2008	Letters to the Editor A Profession, Almost... Nice Redesign... Thanks FOR Nick Murray... Thanks TO Nick Murray...
Registered Rep. March 9, 2007 Christina Mucciolo	What's In a Name? If You Are a Fiduciary, a Lot. But Are CFP Certificants Fiduciaries? Financial planners who hold the Certified Financial Planning designation have been tussling with the CFP Board, which controls the CFP designation, over the designation's ethical standards.
Investment Advisor December 2006 Kara Stapleton	Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy...
Registered Rep. April 11, 2014 Diana Britton	Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation.
Investment Advisor July 2008 Bob Clark	With Friends Like These... What's the CFP Board really up to, and will their decisions benefit financial planners?
Financial Advisor February 2007 Ray Fazzi	Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise.
Investment Advisor December 2005 Bob Clark	Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out.
Registered Rep. April 27, 2011 Kristen French	CIMA Aims High: Seeks to Replace Series 7, 65 As Industry Standard The Investment Management Consultants Association announced Wednesday that its popular CIMA certification is now accredited by the American National Standards Institute, making it the first of the major wealth management designations to meet international ISO standards.
Financial Planning November 1, 2011 Danielle Reed	Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs.
Financial Advisor November 2012 Karen DeMasters	CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards.
Financial Advisor June 2004	Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion...
Registered Rep. February 1, 2003 Will Leitch	The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum.
Investment Advisor March 2009 Kara P. Stapleton	Group Think News about the FPA, American College, CFP Board, and IMCA.
Registered Rep. April 5, 2012 Jerry Gleeson	CFP Board to Make Planner Bankruptcies Public Bankruptcy among holders of the Certified Financial Planner designation has been rising at a startling rate in the past four years.
Financial Planning May 1, 2007 Elizabeth O'Brien	Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success.
Financial Advisor February 2007 Roy Dilberto	Establishing Trust In Financial Planning For large wirehouses, they need to understand that business is not leaving them and being transferred to independent advisors because of the fee structure. It is because most of these people are registered as investment advisors and follow the spirit as well as the letter of the fiduciary relationship.
Registered Rep. October 6, 2010 Jerry Gleeson	Those Who Revisit CFP Exam To Pay Less A sluggish economy dampens prices; why should professional examinations be an exception?
Financial Planning October 1, 2006 Elizabeth O'Brien	The Fiduciary Fracas Debate and controversy over the elusive standard could be just what the industry needs.
Financial Advisor August 2009 Karen DeMasters	The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney.
Registered Rep. August 8, 2014 Megan Leonhardt	CFP's Financial Planning Programs Struggle To Find Students The number of CFP Board-registered financial planning programs are on the rise, but schools say student enrollment and completion of the designation are still major challenges.
Financial Planning August 1, 2006 Donald Jay Korn	Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need.
Investment Advisor February 2010	Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past.
Registered Rep. March 9, 2012 Jerry Gleeson	Puzzling Over New Questions on CFP Exam There's always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that's coming next week may be accompanied by more than the usual share of worrying.
Investment Advisor November 2006 Kara Stapleton	Group Think The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and contribute to the financial planning community or to the public.
Financial Advisor March 2004 Gregory Bresiger	One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes
Financial Planning March 1, 2012 Miriam Rozen	New Chapters After Bankruptcy John E. Matheny had a thriving financial planning business, with $35 million in assets under management, until three years ago. That's when the planner confronted disorder in his own finances.