Daniel Moisand News Today

A CFP Board resolution recommends that mark holders commit a minimum of 20 hours annually to pro bono work with people in need.

The CFP Board began a new ad campaign today, reflective of the greater flexibility it has after moving to split the organization earlier this year.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

The CFP Board is into two organizations, though fees and standards will not change, according to CEO Kevin Keller and Chair Dan Moisand.

New CFP Board Chair for 2023 Dan Moisand hoped for sanction guideline revisions to be released by the middle of the year.

/PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that Daniel Moisand, CFP® has ascended to the role of chair of its...

Boersen to Be Youngest Chair in History of CFP BoardWASHINGTON, Aug. 11, 2022 /PRNewswire/ -- The Board of Directors of Certified Financial Planne...

The CFP Board has chosen Mathew Boersen, a managing partner at the RIA Straight Path Wealth Management, as its Chair-Elect for 2023.

Elliott, the CFP Board’s first African American chair, outlines her priorities in the role, including a focus on proposed changes to the appeals process.

July 28, 2021 4:50 PM From Moisand’s perspective, however, a new administration means change, which presents innate challenges for CFPs and their clients. “Ive been doing this for 30 years and the very first thing [advisors] are concerned about is how things are going to affect their clients,” he says. “I think the No. 1 concern whenever Congress and the lawmakers put [out] new things is, how do we adapt to those new circumstances. President Biden ran on a platform, and like everybody e...