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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.
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.
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 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 Planning November 1, 2012 Ann Marsh	25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors.
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 Planning June 1, 2005 Ed McCarthy	Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler.
Financial Advisor February 2007 Ray Fazzi	Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise.
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.
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 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 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.
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 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. 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 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.
Financial Advisor May 2008	Letters to the Editor A Profession, Almost... Nice Redesign... Thanks FOR Nick Murray... Thanks TO Nick Murray...
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.
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 March 2009 Kara P. Stapleton	Group Think News about the FPA, American College, CFP Board, and IMCA.
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. 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.
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.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
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.
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?
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 May 2012 Karen DeMasters	Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place.
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...
Financial Planning October 1, 2008 Bob Veres	Checks and Balances Conflict between the Certified Financial Planner board and the Disciplinary and Ethics Commission.
T.H.E. Journal April 2001 Margaret Gagne & Morgan Shepherd	A Comparison Between a Distance and a Traditional Graduate Accounting Class The increasing popularity of online courses naturally leads to a consideration of the effectiveness of these courses - particularly in comparison with on-campus courses. The purpose of this paper is to provide such a comparison for an introductory accounting MBA course...
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.
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.
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.
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.
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.
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?
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.
T.H.E. Journal November 2002 Rushton Hurley	Fine-Tuning an Online High School to Benefit At-Risk Students In late 2001, San Antonio, Texas, started a virtual school designed to give students a new environment in which to pursue their high school studies. The experience challenged those of us running the program to repeatedly revisit assumptions about learning and administration.
Registered Rep. May 1, 2005 Kristen French	Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it.
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 August 1, 2007 Bob Veres	CFP Board of Fiduciaries If you're a strong advocate of professionalism and consumer protection, you'll find a lot to like in The CFP Board's "Rules of Conduct."
Financial Planning May 1, 2007 Jim Grote	Learn by Teaching Chris White learns important financial planning lessons while instructing students on the certified financial planner curriculum.
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."
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 August 2009 Karen DeMasters	The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney.
Financial Planning February 1, 2012 Jim Grote	Partner in Finance Marilyn Dimitroff, of Capelli Financial Services in Bloomfield Hills, Mich., sees her relationship with her clients as a partnership.
Financial Advisor March 2004	Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc.
T.H.E. Journal September 2004 William Wade	Why I Teach Online While distance learning is not for everyone, the flexible education alternative provides teachers and students with many advantages.
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.