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CFP Board Imposes Public Discipline

CFP Board Imposes Public Discipline
Disciplinary actions relate to 19 current or former CFP® professionals
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WASHINGTON, May 10, 2021 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public disciplinary actions against the following individuals, effective immediately or on the date noted in each case. Public disciplinary actions taken by CFP Board, in order of increasing severity, include Public Censures, Suspensions and Permanent Revocations. This release contains information about recent disciplinary actions relating to 19 current or former CFP® professionals. Of these actions, there are 11 Public Censures, three Suspensions, and five Revocations. ....

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The 15 Top-Ranked Online Certificate Programs for the CFP Exam

In response, we present the first qualitative ranking of the nation’s online CFP programs. (This ranking is limited to online, instructor-led programs. In a previous article, we evaluated degree-granting on-campus programs for financial planning.) There are two conventional paths for completing the educational requirements to sit for the CFP examination. One calls for enrolling in a college or university accredited by the CFP Board, passing a minimum of six courses covering the core topics in financial planning and demonstrating proficiency in integrating all the lessons by completing a capstone course. This path appeals to traditional students exploring career-entry points into financial services as they earn their undergraduate or graduate degrees. ....

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CFP Board Appoints Kim Hayes, CFP® as Director of Corporate Relations

/PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has hired Kim Hayes, CFP® as Director of Corporate. ....

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8 Key Steps to Provide Better Advice to Latino Clients

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CFP Board Adds Psychology of Financial Planning to Exam Topics

CFP Board Adds Psychology of Financial Planning to Exam Topics
Prospective certified financial planners need to understand psychology and behavioral finance.
Author:
Apr 26, 2021 7:30 AM EDT
The Certified Financial Planner Board of Standards (CFP Board) recently added a new category titled “Psychology of Financial Planning” to the list of topics that prospective certified financial planner certificants will need to know to pass the CFP exam.
The updated topic, which will require knowledge of client and planner attitudes, values, and biases; behavioral finance; sources of money conflict; principles of counseling; general principles of effective communication; and crisis events with severe consequences, will be integrated in the education requirements for CFP certification and assessed on the CFP exam starting in March 2022. ....

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