CFP Board Appoints Kathryn Berkenpas, CFP® as Managing Director of Corporate Growth
CFP Board today announced the appointment of Kathryn Berkenpas, CFP® as its Managing Director of Corporate Growth. In this ...
The Daily Upside1d
CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges
The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous ...
8 Free Investment Classes and Resources for Adults and Teens
Financial literacy is needed now more than ever, and these free investing classes provide quality instruction.
InvestmentNews6d
CFP Board floats new procedural rules around bankruptcy, misdemeanors
If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of ...
CFP Board Seeks to Relax Standards for Past Bankruptcy, Alcohol and Drug Offenses
The organization that oversees the Certified Financial Planner credential is seeking comments on a proposal to allow ...
Financial Advisor6d
CFP Board To Ease Certification Path For Advisors With Past Infractions
The Certified Financial Planner Board of Standards today proposed hastening its CFP certification application process for advisors with past bankruptcies or alcohol and drug-related misdemeanors on ...