Articles from Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 107,000 CFP® professionals, today announced actions taken to uphold its ethical standards, imposing sanctions on 9 individuals.

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 that it has imposed an interim suspension of the CFP Board financial planning certification and right to use the CFP Board certification marks against Kevin E. Davis, effective July 2, 2024.