The Certified Financial Planner Board of Standards (CFP) approved an almost 80% increase in certification fees to fund its national public awareness campaign for CFP certification.

The board that administers the Certified Financial Planner designation revoked the use of the certification mark for seven planners, including a woman discovered earlier this year to be a Russian spy.

The standards board for the Certified Financial Planner designation is considering adding a Financial Plan Development Course requirement to its education standards.

The Certified Financial Planner Board of Standards issued a …  Read →

A Columbia, Md., man and Certified Financial Planner was publicly admonished for his involvement in a variable annuities case, according to the CFP Board, which administers the certification.

James R. Klima …  Read →

A Cockeysville, Md., man and Certified Financial Planner was recently publicly admonished for his actions in conjunction with the sale of Class B mutual fund shares, according to the CFP …  Read →