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- Less Than 10 Years from Retirement?
- Torn between the need to rebuild your savings — before it's too late — and fear of another bear market? Relax. Here's your plan. Build Your...
- Articles 2009-05-06
- Good Financial Advice: Five Questions to Ask, Including the F-Word
- It seems like everybody is in the financial advice-business, but how do you know if someone is qualified to help you? You don't need to grill the financial professional to determine a few key factors that might help you decide whether or not to engage him or her. The responses...
- Blog posts 2009-05-26
Additional Resources
- Boston University Now Offers CFP Board Registered Online Program for Financial Planners
- Business/Technology Editors BOSTON--BUSINESS WIRE--Sept. 26, 2002 Boston University Online Program for Financial Planners in Boston has registered with Certified Financial Planner Board of Standards Inc. CFP Board to provide a new financial planning certificate program. An independent certifying organization, CFP Board awards the CFPR, CERTIFIED FINANCIAL PLANNERTM...
- Research articles 2002-09-26
- CFP® Certificant Disciplined in Massachusetts
- DENVER -- Bradford C. Bleidt of Boston, Mass., has consented to the revocation of his rights to use the CFPR certification marks, as a result of a settlement agreement he reached with the marks regulator, Certified Financial Planner Board of Standards, Inc. CFP Board. CFP Board initiated a complaint...
- Research articles 2005-11-03
- CFP Board Statement on Treasury Blueprint for a Modernized Financial Regulatory Structure
- To: NATIONAL EDITORS Contact: Chris Wloszczyna, Director of Public Relations of CFP Board, +1-202-379-2252, cwloszczyna@CFPBoard.org WASHINGTON, April 1, 2008 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. Chair David G. Strege CFPR issued the following statement on release of the Treasury Department's Blueprint for a Modernized Financial Regulatory...
- Research articles 2008-04-01
- CFP QUALIFICATION CERTIFYING SYSTEM TO PUT INTO OPERATION
- AsiaInfo Services 11-21-2002 CFP Qualification Certifying System to Put into Operation CHINA, Nov 21, 2002 SinoCast via COMTEX -- People's Bank of China has accepted the application of China CFP Qualification Certifying Association and China CFP Qualification Certifying System will be...
- Research articles 2002-11-21
- FPA widens criteria for CFP experience.
- Oct 20, 2006 (Financial Planning - ABIX via COMTEX) -- The Financial Planning Association FPA of Australia has announced changes to its certified financial planner CFP designation. From 1 January 2007, the three years of approved practitioner ex Oct 20, 2006 (Financial Planning - ABIX...
- Research articles 2006-10-20
- CFP Board details sanctions: misconduct triggers revocations, notices.
- Eleven CFPs and an applicant were the targets of disciplinary actions in 2002 and late 2001 by the Certified Financial Planner Board of Standards Inc. Seven individuals permanently lost the right to use the CFP mark, two received one-year lic ...
- Research articles 2003-01-27
- Study online for your CFP. (Continuing Education).
- IF YOU'VE been meaning to take the Certified Financial Planner Board's exam and add CFP[TM] to your business cards, now you can do your coursework online. Boston University is offering an interactive financial planning curriculum that allows students to take classes at home...
- Research articles 2002-11-01
- Common Fisheries Policy reform plan is key opportunity, says Fisheries Minister Elliot Morley; UK welcomes publication of draft regulations on CFP reform.
- M2 PRESSWIRE-28 May 2002-UK Government: Common Fisheries Policy reform plan is key opportunity, says Fisheries Minister Elliot Morley; UK welcomes publication of draft regulations on CFP reform C1994-2002 M2 COMMUNICATIONS LTD RDATE:05282002 New Common Fisheries Policy reform proposals published...
- Research articles 2002-05-28
- CFP Board Statement on Treasury Blueprint for a Modernized Financial Regulatory Structure
- WASHINGTON -- Certified Financial Planner Board of Standards, Inc. Chair David G. Strege CFP([R]) issued the following statement on release of the Treasury Department's Blueprint for a Modernized Financial Regulatory Structure: "CFP Board commends the Treasury Department for its thoughtful review of our current financial regulatory structure. While most...
- Research articles 2008-04-01
- CFP Board censures 18; revoking marks of five; Suspends seven others, admonishes six more.(News)
- Byline: Rick Miller Eighteen CFPs were disciplined in the latest round of actions by the professional review board of the Certified Financial Planner Board of Standards Inc. Five individuals permanently lost the right to use the...
- Research articles 2003-05-12
- Two CPAs at Nixon Peabody earn CFP designations
- Thomas M. Farace and Richard T. Bentley, of Nixon Peabody, recently completed the requirements to become certified financial planners, earning the privilege to use the CFP and Certified Financial Planner registered marks. Both are also certified public accountants and members of the firm's Private Clients Group.
- Research articles 2004-02-24
- Final CFP Comment Period Closes
- The controversy over disclosure has been put to rest with the ending of the open comment period for the CFP Board's final draft of its compensation-disclosure rules. Rick Adkins, chair of the Disclosure Task Force, says he wasn't surprised at most of the views in the 37 comment letters...
- Research articles 2002-10-01
- Product Watch: Keir, Acadient offer review course for CFP test.(News)
- Keir Educational Resources in Middletown, Ohio, will partner with Acadient Inc., a Boston-based distributor of online education materials, to offer the Keir Educational Resources Review Course for the certified financial planner certification examination. The online review program is a replica of the...
- Research articles 2003-11-03
- CFP Board Announces 'Task Force on Continuing Education and Competency' at Senate Hearing
- To: NATIONAL EDITORSContact: Bill Rigler of The Global Consulting Group, +1-646-284- 9427, brigler@hfgcg.com, for Certified Financial Planner Board of Standards, Inc. WASHINGTON, Sept. 5 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. CFP Board, the professional regulatory body for over 55,000 professionals holding CERTIFIED FINANCIAL PLANNERTM certification, today re-affirmed...
- Research articles 2007-09-05
- CFP Board Testifies in Support of Public Interest, Urges Reconsideration of Sales Tax on Financial Planning and Investment Advice
- LANSING, Mich. -- Certified Financial Planner Board of Standards, Inc. CFP Board, the professional regulatory body for over 1,600 professionals in Michigan holding CERTIFIED FINANCIAL PLANNER([TM]) certification and more than 56,000 professionals nationally, testified today before the Senate Finance Committee regarding the negative impact of a new sales tax in...
- Research articles 2007-11-07
- CFP Holdings Inc. Reports Preliminary Results for the Quarter Ended March 31, 1998
- MONTEBELLO, Calif.--BUSINESS WIRE--May 13, 1998--CFP Holdings Inc., a leading developer, manufacturer and marketer of value-added meat and poultry products, today announced the following preliminary financial results for the quarter ended March 31, 1998. -0- ...
- Research articles 1998-05-13
- Corporate Profile for CFP Holdings Inc., dated April 25, 1997
- --BUSINESS WIRE--The following Corporate Profile is available for inclusion in your files. News releases for this client are distributed by Business Wire and also become part of the leading databases and online services, including all of the leading Internet-based services. -0- Published Date: April 25, 1997 ...
- Research articles 1997-04-25
- CFP Holdings Inc. Reports Results for the Quarter Ended June 30, 1997
- MONTEBELLO, Calif.--BUSINESS WIRE--Aug. 5, 1997--CFP Holdings Inc., a leading developer, manufacturer and marketer of value-added meat and poultry products, Tuesday announced the following financial results for the quarter ended June 30, 1997. -0- ($ in millions) June 30, 1996 June 30, 1997 ...
- Research articles 1997-08-05
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