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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. mark for My Articles similar articles
Financial Advisor
August 2009
Karen DeMasters
The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2008
Bob Veres
Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2004
Gregory Bresiger
One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 1, 2007
Marilyn Dimitroff An interview about a second round of proposed revisions to the CFP Board's Code of Ethics. mark for My Articles similar articles
Entrepreneur
September 2008
Barry Farber
Solid to the Core Surefire ways to build your core confidence. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2004
Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles