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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. |
Financial Advisor August 2009 Karen DeMasters |
The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney. |
Investment Advisor July 2007 James J. Green |
CFP Board Adds Fiduciary Requirement The Board of the Certified Financial Planner Board of Standards adopted a revised version of its code of ethics, adding new language that requires all 54,000 CFPs to "at all times place the interest of the client ahead of his or her own." |
AFP eWire December 20, 2011 |
AFP, Nonprofit Coalition Urge Congress to Preserve Charitable Tax Deduction The Association of Fundraising Professionals recently circulated a letter urging the Senate Finance Committee and the Members of Congress who were members of the Joint Select Committee on Deficit Reduction to preserve the current charitable deduction. |
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. |
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. |
Registered Rep. June 16, 2011 Jerry Gleeson |
CFP: Financial Plans' Peace of Mind Loosens Purse Strings, Too Financial plans are considered a wise investment for households, but can they save the national economy? |
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 April 2004 David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
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. 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. |
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. |
Financial Planning October 1, 2008 Bob Veres |
Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission. |
BusinessWeek April 13, 2011 Peter Coy |
Washington Plays Chicken With the Debt Forcing a U.S. default is no small matter, yet many Americans say they want just that. It's time for cooler heads on Capitol Hill to step up and lead |
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. |
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. 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. |
National Defense October 2011 Lawrence P. Farrell Jr. |
President's Half-Trillion Dollar Jobs Plan Muddies the Defense Budget Waters What one wonders though is how the new requirement to "pay for" the Jobs Bill will affect defense spending. |
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 September 2006 Evan Simonoff |
Editor's Note A showdown of sorts appears to be looming between the CFP Board of Standards and the Financial Planning Association, supported by many longtime licensees who devoted a great deal of energy to give the mark the status that it has today. |
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. |
Fast Company October 2002 Fara Warner |
How to Stay Loose in a Tight Spot These days, any businessperson is fair game in a crisis. What do you do when they come after you? |
Investment Advisor December 2006 Bob Clark |
Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession. |
Financial Advisor March 2004 Gregory Bresiger |
One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes |
AskMen.com Andrew Moore |
AM Rule Refresher: Confidence This AM Rule Refresher is designed to help you develop your confidence and achieve success with women. |
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. |
The Motley Fool January 19, 2005 Dayana Yochim |
Do You Have a Money Attitude? Financial self-awareness is the first step towards smart money skills. |
The Motley Fool September 23, 2010 Christopher Barker |
Death Knell for the Dollar Of all the world's currencies, only one is the scorching hot potato that you absolutely don't want to be left holding when the smoke clears. Dodge that dying dollar, and for goodness' sake grab some gold. |
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 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. April 1, 2007 |
Marilyn Dimitroff An interview about a second round of proposed revisions to the CFP Board's Code of Ethics. |
Entrepreneur September 2008 Barry Farber |
Solid to the Core Surefire ways to build your core confidence. |
Investment Advisor September 2006 Bob Clark |
Clark at Large: Board to Death: Reloaded Think the Certified Financial Planner Board had gone mainstream? Think again. Here's a recap of Board CEO Sarah Teslik's recent off-the-wall comments. |
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. |
BusinessWeek July 30, 2007 James Mehring |
Less Red Ink Now. Lower Rates Later? The odds look good for the federal budget deficit to post the smallest shortfall in five years, while conditions look promising for even less red ink next fiscal year. |
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. |
The Motley Fool November 4, 2011 Morgan Housel |
Lots of Worry, Even More Opportunity Fear, greed, and profits. When consumer confidence is low, ensuing stock returns are generally high, and vice versa. |
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. |
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 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 Advisor March 2004 |
Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc. |
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. |
Bank Director 2nd Quarter 2011 Naomi Snyder |
A New Mandate for Risk Management The financial crisis revealed serious risk management deficiencies throughout the banking industry, and now the feds are forcing boards to accept direct responsibility for the risks their institutions take. |