Skip to main content

CFP Board launches task force after WSJ article

CEO Kevin Keller says organization will no longer rely on self-disclosureKeller The Certified Financial Planner Board of Standards spends about $12 million a year on a public awareness campaign touting the benefits of working with a CFP professional. Now the CFP Board is tackling a public relations crisis with vows to step up reviews of the people it certifies and to launch an examination of its enforcement practices. The actions were triggered by a July 30 front-page report by The Wall Street Journal. The Journal analyzed the profiles of more than 72,000 planners on the CFP Board's website LetsMakeAPlan.org. Among the findings: More than 6,300 planners were listed on the… Read More