Advisors find pro bono rewards, endorse CFP Board's push
A CFP Board resolution recommends that mark holders commit a minimum of 20 hours annually to pro bono work with people in need.
Source: investmentnews.com
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CFP Board Starts Ad Campaign With More Flexibility After Split
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.
Source: wealthmanagement.com
CFP Board seeks to expand its messaging on financial planning careers
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.
Source: financial-planning.com
CFP Board Splits Organization To Better Tout Profession's Benefits
The CFP Board is into two organizations, though fees and standards will not change, according to CEO Kevin Keller and Chair Dan Moisand.
Source: wealthmanagement.com
New CFP Board Chair Expects New Sanction Guidelines by Mid-2023
New CFP Board Chair for 2023 Dan Moisand hoped for sanction guideline revisions to be released by the middle of the year.
Source: wealthmanagement.com