Advisorland Training & Certification

Puzzling Over New Questions on CFP Exam

Fri, 09 Mar 2012 10:47:00 EDT

There’s always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that’s coming next week may be accompanied by more than the usual share of worrying.

Advisors Misclassify as Planners; Clients Don’t Know the Difference

Mon, 23 Jan 2012 12:05:00 EDT

Raymond James Hopes New Training Program Will Appeal to Women

Mon, 14 Nov 2011 11:10:00 EDT

CFP Registrations Spike Ahead of New Course Mandate

Wed, 17 Aug 2011 14:42:00 EDT

The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour “capstone” course, starting next year, before being allowed to sit for the certification exam. Now there are signs that applicants for the designation are starting to crowd into the program in order to be grandfathered out of taking the course.</p>

CFP's Big Push

Sun, 01 May 2011 12:00:00 EDT

The Certified Financial Planner Board of Standards is coming to a cable TV channel, magazine, and website near you. The board last month launched the first wave in a four-year marketing campaign to promote the CFP brand to the public, at a cost of nearly $40 million. The targeted audience is the mass affluent (defined as those with $100,000 to $1 million in assets) between the ages of 35 and 64.