CFP Board today announced that its Board of Directors has approved updated Competency Standards to ensure that CFP® certification remains modern, relevant and practical for today’s financial planning ...
(More: CFP Board's proposal to expand fiduciary duty draws praise, carries risks) The committee reorganized, reordered and rewrote the entire set of standards in a more concise and consistent format ...
Daniel Moisand has officially succeeded Kamila Elliott as 2023 chair of the Certified Financial Planner Board of Standards' board of directors, effective January 1, 2023, the organization said.
CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development. Roberts brings over two decades of experience in program development and ...
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