CFP® professionals make a commitment to CFP Board to address conflicts of interest that could affect the professional relationship. This means fully disclosing the conflict, obtaining the client ...

The CFP Board also made significant changes to ... Candura also explained how CFPs can identify material conflicts of interest and deal with them. For example, conflicts of interest may arise ...

WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States ...

But Sifma argues that the wealth management sector is already highly regulated and the CFP Board’s “regulatory activities ...

“Those documents were creating an inherent conflict of interest,” Scheeler says ... Others, like the CFP Board’s new standards, have faced pushback from firms. The board’s standards ...

CFPs charge flat fees for financial advisory and planning, for example, to eliminate conflicts of interest ... Although the CFP Board is not an enforcement organization, per se, it does hold ...

There's no compensation method that's completely free of conflicts of interest, says Ken Robinson, CFP, who is the founder ... "They like ideas and a sounding board, but they want to drive the ...

WASHINGTON, Dec. 17, 2024 /PRNewswire/ -- CFP Board today announced that its Board of Directors is seeking public comment on the proposed changes to the Competency Standards for CFP ...

The CFP Board has published the official results and statistics for the November CFP certification exam, with a record turnout supporting the case for growing advisor interest in the financial ...

In recognition of the overlap between CPAs and CFP® professionals, the Certified Financial Planner Board of Standards ... management and maintain a strong interest in budgeting, savings ...