Moving On…

June 2007
Journal of Financial Planning;Jun2007, Vol. 20 Issue 6, p14
Academic Journal
The article reports that the Certified Financial Planner Board of Standards Inc. is moving its headquarters from Denver, Colorado to Washington, D.C., in order to better monitor, influence, and manage public policy developments that affect the financial planning profession. The board, which was jointly founded by the Institute of Certified Financial Planners and the College for Financial Planning, expects to complete the move to the nation's capital and change of objectives by the fourth quarter of 2007.


Related Articles

  • Take assumed knowledge seriously. Rees-Adams, Sam // Money Marketing;3/20/2014, p41 

    The author comments on lack of assumed knowledge in the syllabus of examination bodies. Topics discussed include the advantages of having assumed knowledge, the approach taken by the Financial Planning Standards Board to assumed knowledge and the ethos of the Certified Financial Planner...

  • One Profession, One Designation? How Valuable Are the CFP(Registered Trademark) Marks Today? Most, Bruce W. // Journal of Financial Planning;Nov99, Vol. 12 Issue 9, p52 

    This article highlights the existence and ascendancy of Certified Financial Planner Board of Standards Inc., CPF, in the financial planning world. One profession, one designation the CFP trademark as the designation for financial planners. After more than a quarter century since its modest...

  • Life in the World of Written Practice Standards. Pichette, Richard G. // Journal of Financial Planning;Nov99, Vol. 12 Issue 9, p88 

    This article highlights the areas that should receive increased attention from Certified Financial Planners Board of Standard Inc., CFP, licensees in the post-standard era in the financial planning world. One cannot overemphasize the importance of a clear and precise engagement letter that...

  • Standard Bearer. Lindorff, Dave // Bank Investment Consultant;Jul2012, Vol. 20 Issue 7, p12 

    The article profiles financial planner Chris Beard. It says the Beard is not just an official of the Certified Financial Planner (CFP) Board of Standards that oversees the CFP profession, but he has been also the chair of the board's Disciplinary and Ethic Commission. It mentions that Beard's 25...

  • CFP Board to Make Planner Bankruptcies Public. Gleeson, Jerry // Registered Rep Exclusive Insight;4/5/2012, p5 

    The article discusses the decision of the U.S. Certified Financial Planner (CFP) Board of Standards to issue press releases on bankruptcies among holders of the CFP designation. The decision means that investors will be able to learn about the bankruptcy cases when they search online for an...

  • Designation Fatigue? Britton, Diana // REP.;Nov2013, Vol. 37 Issue 11, p18 

    The article focuses on the WealthManagement.com's 2013 AdvisorBenchmarking RIA Trend Report which found that fewer advisors are pursuing or holding designations. The survey reviewed 381 registered investment advisors and found that number of advisors pursuing the Certified Financial Planner...

  • CE Quiz November 2001.  // Financial Planning;Nov2001, Vol. 31 Issue 11, p0 

    Presents a quiz on financial planning to earn a continuing education credit with the Certified Financial Planner Board of Standards.

  • CFP Brand Awareness Up, Board Says. Paikert, Charles // Financial-planning.com;6/29/2015, p1 

    "Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.

  • CFP Gains Favor. D. B. // REP.;Nov2014, Vol. 38 Issue 11, pS8 

    The article offers information on the advertising campaign preferred by the Certified Financial Planner Board of Standards (CFP Board), that helps in gaining favor among registered investment advisors (RIA) firms.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics