CFP Matures, As Industry Does

Jones, Lucretia DiSanto
February 2002
Advisor Today;Feb2002, Vol. 97 Issue 2, p28
Trade Publication
Reports on a change in the education requirements for candidates of the Certified Financial Planner Board of Standards Incorporated effective January 1, 2006. Impetus for the change; Requirements that must be met by the candidates to become certified; Comments from Jesse Arman of the College for Financial Planning about the decision.


Related Articles

  • Comment on Kenneth S. Bigel's Paper. Goss[*], Robert P. // Financial Services Review;1998, Vol. 7 Issue 4, p237 

    Comments on the article written by Kenneth S. Bigel entitled `The Correlations of Professionalization and Compensation Sources with the Ethical Development of Personal Investment Planners,' published in the periodical `Financial Services Review' dated 1998. Components of the certification...

  • Series 65 Waiver for CFPs.  // Practical Accountant;Aug2000, Vol. 33 Issue 8, p22 

    Reports that all state securities commissioners requiring the Series 65 competency examination for investment advisor representatives have either already waived or are expected to soon waive exam qualifications for certified financial planner licenses. Details of the report from the Certified...

  • The correlations of professionalization and compensation sources with the ethical development of personal investment planners. Bigel, Kenneth S. // Financial Services Review;1998, Vol. 7 Issue 4, p223 

    Recent controversies concerning personal financial planners, and investment planners in particular, have centered around two issues: competence and ethics. This paper has focused on the ethical development of a sample of investment planners in connection with the correlative roles of...

  • FPA to strengthen CFP mark. Tyson-Chan, Darin // Money Management;6/8/2006, Vol. 20 Issue 20, p6 

    The article reports that the Financial Planning Association (FPA) intends to increase consumer awareness for its Certified Financial Planner (CFP) designation to give the professional mark more credibility in Australia in 2006. The second tier of the value of advice campaign of the FPA will...

  • Planning peace of mind.  // Overdrive;Nov98, Vol. 38 Issue 11, p20 

    Presents ways on how to choose a Certified Financial Planner (CFP). Why choosing a financial planner is as important as choosing a doctor; Preparation during the initial consultation with a CFP; Questions to ask when interviewing a CFP.

  • More advisers signing up to become CFPs. Fielding, Zoe // Money Management;6/22/2006, Vol. 20 Issue 22, p10 

    The article reports on the increase in the number of financial advisers signing up to become Certified Financial Planner (CFP) in Australia. The CFP program requires candidates to finish undergraduate degree before admission. It includes three technical subjects that covers practical strategy...

  • Newswatch.  // Financial Planning;Jun98, Vol. 28 Issue 6, p27 

    Presents news concerning financial planners. Plans of the United States (US) Securities & Exchange Commission (SEC) to cancel the registrations of 5,000 investment advisers who failed to file Form ADV-T by May 12, 1998; Growth of first quarter annuity sales in the first quarter of 1997; Change...

  • Basic Training…and Beyond.  // Accounting Today;7/23/2007, Vol. 21 Issue 13, Special section p9 

    This article announces that the National Regulatory Services' (NRS) Basic Training for Investment Advisers has been replaced with courses from NRS' Center for Compliance Professionals, offering compliance certification program for investment advisers in the U.S.

  • A Moving Experience in Financial Planning. Cordell, David M. // Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p30 

    This article presents the author's experience in financial planning. As I write this column, I am preparing to sell my home, sell an automobile, leave my current job, move to another state, start another job, buy another house, and buy another car. Oh, and I will not be doing all of this alone....


Read the Article


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

Try another library?
Sign out of this library

Other Topics