Wall Street Trade Group Says CFP Board Is ‘De Facto Private Regulator.’ Not So Fast, Says the Board.
The organization that administers the coveted Certified Financial Planner credential is firing back at criticism from the ...
SmartAsset on MSN10mon
What Are CFP Marks?
These marks are owned by the CFP Board, which sets and enforces the requirements to become a certified financial planner. The ...
Financial Planning6d
Fiduciary opponents press CFP Board to back off on 'regulatory creep'
The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...
Yahoo Finance23d
CFP Board Elects Two New Directors
WASHINGTON, Oct. 22, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors has elected two new members: Debra BenAvram and Rose Palazzo. The Board of Directors is the ...
Financial Advisor13d
Sifma Says CFP Board Has Become A 'De Facto Regulator'
The securities industry group accused the board of collecting firms' proprietary information from its certificate holders.
InvestmentNews23d
CFP Board announces new directors to make history as it approaches 40
The CFP Board marks a milestone in 2025 as it turns 40, but as well as an important anniversary it will also be marking a historic period for the diversity of its board of directors. In announcing ...
Think Advisor17d
CFP Board's Enforcement Powers Create Major Risks: SIFMA
The Certified Financial Planner Board of Standards' "continually expanding role as a de facto private regulator" for CFPs ...
Think Advisor28d
CFP Board Pivots on 'Perfect Job' Campaign After Backlash
The Certified Financial Planner Board of Standards has made key changes to an advertising campaign that had sparked the ire of some credential holders for making light — intentionally or ...