Certified Financial Planner Board of Standards

CFP Board Releases Report on Inclusion Strategies for Colleges and Universities With CFP Board Registered Programs

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Giovedì, Novembre 9, 2023
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WASHINGTON, Nov. 9, 2023 /PRNewswire/ -- CFP Board Center for Financial Planning ("Center") today, during its sixth annual Diversity Summit , released the new report "Successfully Maintaining CFP Board Registered Programs & Best Practices for Engaging Diverse Students."

Key Points: 
  • WASHINGTON, Nov. 9, 2023 /PRNewswire/ -- CFP Board Center for Financial Planning ("Center") today, during its sixth annual Diversity Summit , released the new report "Successfully Maintaining CFP Board Registered Programs & Best Practices for Engaging Diverse Students."
  • CFP Board Registered Programs are financial planning education programs at regionally accredited colleges and universities that meet specific criteria to fulfill the coursework requirement for CFP® certification.
  • The report, based on surveys of directors and students of Registered Programs, provides valuable insights into the challenges faced by academic programs and offers actionable recommendations for fostering an inclusive environment.
  • "Increasing diversity within academic programs is a critical step toward creating a more inclusive financial planning profession," said CFP Board CEO Kevin R. Keller, CAE .

CFP Board Issues Statement on Support for Release of Proposed DOL Fiduciary Rule

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Martedì, Ottobre 31, 2023
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WASHINGTON, Oct. 31, 2023 /PRNewswire/ -- The following is a statement from CFP Board commending the public release of the Department of Labor's (DOL's) proposed rule to protect Americans from conflicts of interest when financial professionals provide retirement investment advice:

Key Points: 
  • WASHINGTON, Oct. 31, 2023 /PRNewswire/ -- The following is a statement from CFP Board commending the public release of the Department of Labor's (DOL's) proposed rule to protect Americans from conflicts of interest when financial professionals provide retirement investment advice:
    "CFP Board welcomes the U.S. Department of Labor's proposed retirement security rule intended to protect Americans from the harmful effects of conflicts of interest when financial professionals provide retirement investment advice.
  • We celebrate the work of the advisors who seek to do what is best for their customers.
  • This proposed rule is an important step forward toward improving the retirement security of all Americans.
  • CFP Board will carefully review the details of the proposed rule and assess its effectiveness so that all financial professionals who provide retirement investment advice are required to put the best interests of their clients first.

The American College of Financial Services Announces Knowledge Hub+, a Just-in-Time Learning and CE Platform

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Martedì, Ottobre 31, 2023
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KING OF PRUSSIA, Pa., Oct. 31, 2023 /PRNewswire/ -- The American College of Financial Services announces Knowledge Hub+, a new learning platform that curates insights from sought-after academics, industry innovators, financial planning experts, and practice management leaders into one dynamic experience. Knowledge Hub+ will launch with over 50 hours of combined CFP® and College continuing education (CE), with 10 hours of new growth-focused content planned quarterly.

Key Points: 
  • Knowledge Hub+ will launch with over 50 hours of combined CFP® and College continuing education (CE), with 10 hours of new growth-focused content planned quarterly.
  • Launching in January, The College will first exclusively introduce Knowledge Hub+ to over 27,000 designees participating in The College's Professional Recertification Program (PRP), followed by a public launch of the new learning platform later in 2024.
  • "The College has conducted several studies to determine the knowledge formats financial advisors and agents prefer most.
  • "We are able to bring cutting-edge knowledge around topics like AI to professionals in real-time, as they most need it."

CFP Board Elects Three New Directors

Retrieved on: 
Giovedì, Ottobre 19, 2023
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WASHINGTON, Oct. 19, 2023 /PRNewswire/ -- CFP Board today announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter.

Key Points: 
  • WASHINGTON, Oct. 19, 2023 /PRNewswire/ -- CFP Board today announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter.
  • The Board of Directors is the policymaking and oversight body of CFP Board of Standards and CFP Board Center for Financial Planning and acts on behalf of CFP® professionals and the public to advance the profession.
  • "We are thrilled to welcome Malik, Linda and Elisse to the Board of Directors," said CFP Board Chair-elect Matthew Boersen, CFP®, CFA® .
  • On January 1, Matthew Boersen, CFP®, CFA®, will take the helm as Board Chair, and Liz Miller, CFP®, CFA® , will become Board Chair-elect.

CFP Board Center for Financial Planning Recognizes 2023 Sponsors for Diversity Summit & Career Fair

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Mercoledì, Ottobre 18, 2023
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WASHINGTON, Oct. 18, 2023 /PRNewswire/ -- CFP Board Center for Financial Planning ("Center") announced today the sponsors for its sixth annual Diversity Summit and Career Fair .

Key Points: 
  • WASHINGTON, Oct. 18, 2023 /PRNewswire/ -- CFP Board Center for Financial Planning ("Center") announced today the sponsors for its sixth annual Diversity Summit and Career Fair .
  • The Diversity Summit will take place in person at the Renaissance Arlington Capital View Hotel in Arlington, Virginia, on November 9, 2023, preceded by the Virtual Diversity Career Fair on November 8.
  • "We sincerely thank our sponsors for generously supporting the 2023 Diversity Summit and Virtual Diversity Career Fair," said CFP Board CEO Kevin R. Keller, CAE .
  • The 2023 Diversity Summit and Virtual Diversity Career Fair sponsors are as follows:

CFP Board Appoints Kevin Roth, Ph.D., as Managing Director of Research

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Martedì, Ottobre 17, 2023
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WASHINGTON, Oct. 17, 2023 /PRNewswire/ -- CFP Board announced today that it has named Kevin Roth, Ph.D., as Managing Director of Research, effective October 16.

Key Points: 
  • WASHINGTON, Oct. 17, 2023 /PRNewswire/ -- CFP Board announced today that it has named Kevin Roth, Ph.D., as Managing Director of Research, effective October 16.
  • Based at CFP Board's Washington, D.C., headquarters, Roth will lead a comprehensive research agenda, including assessing the impact of financial planning on clients' well-being.
  • He will translate research findings into actionable recommendations and collaborate with CFP Board partners to share this data through publications, presentations and other channels.
  • "The Managing Director of Research will spearhead innovative research projects, showcasing the value of CFP® certification to various audiences, including the general public, policymakers, firms and financial advisors," said CFP Board CEO Kevin R. Keller, CAE .

CFP Board Celebrates 50th Anniversary of CFP® Certification

Retrieved on: 
Giovedì, Ottobre 12, 2023
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WASHINGTON, Oct. 12, 2023 /PRNewswire/ -- CFP Board proudly celebrates the 50th anniversary of CFP® certification, a milestone that highlights a half-century of excellence in personal financial planning. On this momentous occasion, CFP Board pays tribute to the visionary individuals who comprised the inaugural 1973 class of CERTIFIED FINANCIAL PLANNER™ professionals, recognizing their pivotal role in shaping the financial planning ecosystem.

Key Points: 
  • WASHINGTON, Oct. 12, 2023 /PRNewswire/ -- CFP Board proudly celebrates the 50th anniversary of CFP® certification, a milestone that highlights a half-century of excellence in personal financial planning.
  • "In commemorating the 50th anniversary of CFP® certification, we pay homage to the remarkable journey it has taken and honor the professionals who led the way," said Dan Moisand, CFP®, Chair of CFP Board's Board of Directors .
  • "CFP Board's ongoing dedication to upholding the CFP® certification standards will continue to enhance the prestige of the CFP® certification and raise consumer awareness about the many benefits of working with a CFP® professional."
  • For more information about CFP Board's 50th Anniversary of CFP® Certification Gala, including sponsorship opportunities and table purchases, contact CFP Board Institutional Giving Officer Dan Limbago at [email protected] .

CFP Board Imposes Interim Suspension on Joseph F. Bartosiewicz of Scottsdale, Arizona

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Venerdì, Ottobre 6, 2023
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WASHINGTON, Oct. 6, 2023 /PRNewswire/ -- CFP Board of Standards (CFP Board) announced that it has imposed an interim suspension of the CFP® certification against Joseph F. Bartosiewicz, which is effective as of July 24, 2023.

Key Points: 
  • WASHINGTON, Oct. 6, 2023 /PRNewswire/ -- CFP Board of Standards (CFP Board) announced that it has imposed an interim suspension of the CFP® certification against Joseph F. Bartosiewicz, which is effective as of July 24, 2023.
  • An interim suspension is a suspension of a CFP® professional's certification and trademark license during the pendency of CFP Board enforcement proceedings.
  • A Respondent subject to an Interim Suspension Order must not use the CFP® certification marks or state or suggest that Respondent is a CFP® professional while the Interim Suspension Order is in effect.
  • At that website, CFP Board provides the public with:
    The ability to check on any individual's CFP Board disciplinary history and CFP® certification status.

CFP Board Appoints Seasoned Association Leader K. Dane Snowden as Chief Operating Officer

Retrieved on: 
Lunedì, Ottobre 2, 2023
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WASHINGTON, Oct. 2, 2023 /PRNewswire/ -- CFP Board of Standards (CFP Board) announced today that it has named K. Dane Snowden as Chief Operating Officer, following a national search.

Key Points: 
  • WASHINGTON, Oct. 2, 2023 /PRNewswire/ -- CFP Board of Standards (CFP Board) announced today that it has named K. Dane Snowden as Chief Operating Officer, following a national search.
  • Snowden succeeds Chief Operating Officer Elizabeth Stewart, Esq.
  • He spent 10 years as Chief Operating Officer of the National Cable & Telecommunications Association (NCTA), executing organizational strategy and leading management and business operations.
  • Snowden served as a public member on the Board of Directors of CFP Board from 2017 to 2020.

Wealth.com Adds Brian Hamburger as Strategic Advisor to Elevate Estate Planning Solutions

Retrieved on: 
Giovedì, Settembre 28, 2023
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Wealth.com , the industry’s leading estate planning platform, today announced Brian Hamburger , JD, CRCP, as a strategic advisor.

Key Points: 
  • Wealth.com , the industry’s leading estate planning platform, today announced Brian Hamburger , JD, CRCP, as a strategic advisor.
  • With a unique understanding of the wealth management industry, Hamburger is also set to play an active role in educating advisors on the advantages of tech-enabled estate planning.
  • As the “advisors’ advisor,” Hamburger has, over the past two decades, consistently championed solutions that address the challenges advisors face in a fast-growing and highly regulated industry.
  • Together, Ross and Hamburger join to advance Wealth.com’s mission of modernizing estate planning through innovative technology.