K. Dane Snowden says the CFP Board must invest in technology to support expanded continuing education requirements ...
This day-long activity plan includes CFP Board's "Financial Planning Superhero Kickoff," a kid-friendly introduction to the role of financial planners as superheroes, who use their Listening Power, ...
A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers. A decade-long study by the Certified Financial Planner Board of Standards ...
The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency standards. The board, which oversees the Certified Financial Planning ...
K. Dane Snowden is set to succeed Kevin Keller as the CFP Board’s chief executive officer, effective March 16, with Keller stepping down after nearly 20 years in the role. After Keller announced his ...
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