Beginning October 1, continuing-education programs for renewal of the CERTIFIED FINANCIAL PLANNER [™ certification] will have to meet new learning objectives that include ensuring that planners can define the financial planning process, describe its material elements, understand a written agreement, articulate disclosure rules and define the fiduciary standard.
The change is designed to give education providers a clearer understanding of what the Certified Financial Planner Board of Standards Inc. wants its certificants to know when they emerge from the ethics courses they must take to retain the designation, according to Michele Warholic, the organization's managing director for education, examination and talent. Read more >
Mark Schoeff Jr.
April 10, 2011