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CFP Board Appoints Kim Hayes, CFP® as Director of Corporate Relations

/PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has hired Kim Hayes, CFP® as Director of Corporate. ....

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CFP Board Expands Remote Proctoring Option to All Candidates

CFP Board Expands Remote Proctoring Option to All Candidates
CFP® Exam Scheduled for July 6-13, 2021
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WASHINGTON, April 14, 2021 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that its next CFP® exam will be held July 6-13, 2021. CFP Board will offer any candidate the option to take the CFP® exam either in person at a traditional brick-and-mortar Prometric test center or through a remote proctoring option for both its July 2021 and its November 2021 exam testing windows.
CFP Board remains focused on the health and safety of candidates who wish to take the CFP® exam, said CFP Board Chief Executive Officer Kevin R. Keller, CAE. Through 2021, the CFP® exam will be presented on two modalities. The remote proctoring option will be available for any candidate who wishes to choose the option, regardless of the location or distance from the test center, as lo ....

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CFP Board Appoints Dawn Harris as Director, Diversity & Inclusion for the Center for Financial Planning

CFP Board Appoints Dawn Harris as Director, Diversity & Inclusion for the Center for Financial Planning
Harris to Implement Key Initiatives to Increase Diversity in Profession
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WASHINGTON, April 5, 2021 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Dawn Harris as its Director of Diversity & Inclusion for the Center for Financial Planning. In this newly created position, Harris will be responsible for advancing diversity and inclusion programs and growing the number of diverse CFP® professionals within the financial planning profession.
CFP Board and the Center are committed to advancing a culture of diversity and inclusion throughout the financial planning workforce, said CFP Board CEO Kevin R. Keller, CAE. Dawn brings experience and skills that will strengthen our D&I strategic objectives and programs that help drive a more div ....

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CFP Board Imposes an Interim Suspension on David A. Jenson of Altamonte Springs, Florida

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WASHINGTON, Feb. 18, 2021 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP® certification against David A. Jenson, which was effective as of February 4, 2021.
In February 2021, CFP Board issued an automatic interim suspension order suspending Mr. Jenson s right to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks. CFP Board imposed an automatic interim suspension after receiving evidence that Mr. Jenson was permanently barred by the Financial Regulatory Authority, Inc. (FINRA) from association with any FINRA member in any capacities on January 22, 2021, wherein FINRA made findings that Mr. Jenson received FINRA s request and refused to produce the information or documents requested. FINRA determined that Mr. Jenson s refusal to produce the information or documents as requested warranted a permanent bar under FINRA ....

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CFP® Exam Scheduled for March 9-16, 2021

/PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) will administer the first CFP® exam of 2021 from March 9-16, 2021. A remote. ....

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