The Certified Financial Planner Board of Standards Inc. on Tuesday announced new measures to tighten its oversight of more than 85,000 stockbrokers, insurance agents and other financial advisers. The ...

The board also released a proposal to establish an appeals commission to hear appeals of rulings by the Disciplinary and Ethics Commission. By Mark Schoeff Jr. The Certified Financial Planner Board of ...

Imagine a family you might not expect to see in the office of a CERTIFIED FINANCIAL PLANNER™ professional. It's a husband and wife. They're middle class. He works in marketing. She's an office manager ...

SOUTHWICK – A statement by Select Board Chair Jason Perron, at the conclusion of nearly 25 minutes of discussion by his fellow board members on creating a combination town planner/economic development ...

The Certified Financial Planner Board of Standards said Monday that it's ditching its sober-toned advertising campaign of the past two years featuring "Cal" and "Valerie," a retired married couple ...

The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it was updating the “Principal Knowledge Topics” that CFP certification applicants are tested on to include a new ...

When the Certified Financial Planner Board of Standards recently sanctioned one of its certificants for promoting an allegedly deceptive YouTube video, it was likely the first disciplinary action the ...

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct. The Certified Financial Planner Board of Standards has ...

The Certified Financial Planner Board of Standards announced its Board of Directors has elected three new members: Marguerita Cheng and Richard Shaw, both CFPs, and Steve Wallman, an accomplished ...

Are you a whiz with math and money? Do you enjoy talking about investment planning, retirement strategies, and personal financial planning? Do you love the idea of providing financial advice to help ...