December 18, 2020
Advisor Facing Child Porn Charges Suspended by CFP BoardThe move comes almost eight months after Daryll Claxton was arrested and charged with over 100 felony counts.
November 23, 2020
College for Financial Planning Launches Behavioral Finance ProgramAdvisors who complete the eight-week program can receive an accredited designation.
November 13, 2020
COVID-19 Slows Primerica Agent Licensing ProcessA decrease in the average age of the people dying from COVID-19 also hurt.
October 21, 2020
Agents Work to Hold 2021 Individual Major Medical Market TogetherThe court could smash it. A president could dismantle it. But, at this point, prices look OK.
July 06, 2020
Carson Wealth to Require CFP or Other CertificationAdvisors at Carson Wealth offices will be required to obtain a professional credential within five years of joining the firm.
May 26, 2020
CFP Board Votes to Permanently Allow Video Disciplinary HearingsThe CFP Board also said it plans to release a new set of procedural rules soon.
August 15, 2018
FPA, in Effort to Save CFP Credential, Joins New CoalitionNew Professional Certification Coalition seeks to stem efforts to enact legislation designed to undermine certifications developed or offered by private certification organizations.
May 22, 2018
CFP Certification Exam Will Test Knowledge of New Tax LawQuestions about the new tax law won't be included in the CFP test until the November exam.
December 13, 2017
American College Launches New Wealth Management Certification ProgramThe curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
July 20, 2017
CFP Board Unveils Exam Prep ToolkitThis toolkit demystifies the exam and helps candidates start their journey on the right foot, says CFP Boards Loper.