Articles from CFP Board

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.