Articles from CFP Board

CFP Board today announced the appointment of Kathryn Berkenpas, CFP® as its Managing Director of Corporate Growth. In this role, Berkenpas will develop and lead CFP Board’s strategic relationships with financial services firms. Berkenpas brings over two decades of experience working across business models, leading successful teams and programs, and driving change management in financial services.

CFP Board is requesting public comment on proposed changes to its Procedural Rules for those seeking CFP® certification. CFP Board upholds its Fitness Standards through the peer-review process set forth in the Procedural Rules. This proposal improves CFP Board’s existing process for evaluating the ethical fitness of candidates for CFP® certification and former CFP® professionals with a single prior bankruptcy or multiple misdemeanor convictions involving an alcohol and/or drug-related offense.

Federal government employees are facing unprecedented career uncertainty, making informed financial decisions more critical than ever. To help navigate these challenges, CFP Board is offering a no-cost virtual event, Managing Your Finances in Uncertain Times: Resources for Federal Government Employees, on Thursday, March 27, 2025, from 7:00 to 9:00 p.m. ET.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals, today announced actions taken to uphold its ethical standards, imposing sanctions on five individuals.

CFP Board today announced the launch of Accelerate & WIN, a comprehensive program designed to accelerate the growth, influence and leadership of women CFP® professionals.

With key Tax Cuts and Jobs Act (TCJA) provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER® professionals warn of major risks to their clients’ financial goals, according to CFP Board’s latest research, the 2025 CFP® Professionals Taxes Survey.

CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP® professionals in using generative artificial intelligence (AI) in their professional services. The guide is part of an ongoing series of resources to help CFP® professionals with their practice.

CFP Board today announced the Financial Planning Hall of Fame, a prestigious new recognition program honoring visionary leaders whose groundbreaking accomplishments have transformed the profession, elevated its standards and enhanced its impact on society. The nomination period is open today through March 31, 2025.

Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to CFP Board’s latest research report, Building Wealth: Insights on Women’s Aspirations & Growing Financial Power.

CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research initiative. The initial findings reveal that Americans who work with CERTIFIED FINANCIAL PLANNER® professionals achieve significantly better financial outcomes and enjoy greater personal well-being than others.

CFP Board today announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has initiated a planned succession process to ensure a smooth leadership transition.

CFP Board reports that major financial firms are responsible for the largest increases in new CFP® professionals in 2024. CFP Board added 6,541 new CFP® certificants in 2024, with more than 1,000 new certificants employed by Edward Jones. Nearly 5,000 financial advisors and credentialed home office employees at Edward Jones now hold the CFP® credential. In addition, three firms – Edward Jones, Fidelity and Northwestern Mutual – have added at least 250 CFP® certificants in each of the past two years.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP Board’s ethical and competency standards, today announced actions taken to uphold its ethical standards, imposing sanctions on 17 individuals.

CFP Board today reported a milestone year in 2024, with record numbers of new CFP® certificants and exam candidates. As of December 31, 2024, the number of CFP® professionals reached an all-time high of 103,093, an increase of 4.3% over 2023. Last year also had the most exam candidates in CFP Board history, with a total of 10,437 candidates sitting for the exam. This growth mirrors the success of CFP Board’s public awareness campaign, which has significantly boosted recognition of and preference for CFP® certification, reinforcing its value as the standard in financial planning.

CFP Board announced that Liz Miller, CFP®, CFA® has ascended to the role of Chair of its Board of Directors.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today announced public sanctions against seven current or former CFP® professionals, or candidates for CFP® certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board financial planning certification and right to use the CFP Board certification marks against Mary Beth K. McManus, which is effective as of September 18, 2024.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today announced public sanctions against five current or former CFP® professionals, or candidates for CFP® certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today announced public sanctions against 10 current or former CFP® professionals, or candidates for CFP® certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board financial planning certification and right to use the CFP Board certification marks against Bryan S. Kocen, which is effective as of June 6, 2024.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today announced public sanctions against six current or former CFP® professionals, or candidates for CFP® certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification marks against John A. Dougherty, which is effective as of April 26, 2024.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies nearly 100,000 CFP® professionals in the United States, in addition to its release earlier today, announced public sanctions against nine more current or former CFP® professionals, or candidates for CFP® certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification marks against Lee Giobbie, which is effective as of February 15, 2024.

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification marks against Edward Steven Mercer, which is effective as of January 31, 2024.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 98,000 CFP® professionals in the United States, today announced public sanctions against nine current or former CFP® professionals, or candidates for CFP® certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification against Timothy W. Leveroni, which is effective as of March 15, 2024.