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Moisand named chair-elect of Certified Financial Planner Board

Moisand named chair-elect of Certified Financial Planner Board
floridatoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from floridatoday.com Daily Mail and Mail on Sunday newspapers.

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Daniel Moisand elected CFP Board chairman for 2023

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.
“I ve 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 else before him, he ll get some of this stuff through . and it matters from client to client what particularly comes to fruition.” ....

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Critics Question Impact of CFP Board's Proposed Sanction Revisions

Critics Question Impact of CFP Board's Proposed Sanction Revisions
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Daniel Moisand, CFP Elected 2022 CFP Board Chair-Elect

Daniel Moisand, CFP Elected 2022 CFP Board Chair-Elect
pressreleasepoint.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pressreleasepoint.com Daily Mail and Mail on Sunday newspapers.

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CFP Board Imposes Public Discipline

CFP Board Imposes Public Discipline
Disciplinary actions relate to 19 current or former CFP® professionals
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WASHINGTON, May 10, 2021 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today public disciplinary actions against the following individuals, effective immediately or on the date noted in each case. Public disciplinary actions taken by CFP Board, in order of increasing severity, include Public Censures, Suspensions and Permanent Revocations. This release contains information about recent disciplinary actions relating to 19 current or former CFP® professionals. Of these actions, there are 11 Public Censures, three Suspensions, and five Revocations. ....

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