CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development.
The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...
The experienced executive from Silverchair and Deloitte is stepping into a newly created role overseeing initiatives to ...
The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...
Since launching the Competency Standards Commission (CSC) in 2023, the Board of Directors of CFP Board has taken a ...
Its board of directors announced Wednesday that at its July meeting, members had chosen Martin Seay as the 2026 board chair-elect. Current chair-elect Terri Kallsen will serve as chair next year, and ...
The CFP Board has released a list of six public policy priorities that it says will guide its work, including the goal of "making fiduciary duty a legal requirement for all who provide financial ...
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