The Financial Planning Association, the membership organization for Certified Financial Planners, has launched a multi-year advocacy campaign to achieve title protection for the term “financial ...

When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting ...

With the Financial Planning Association’s announcement in July that it is moving forward with an advocacy agenda to gain title protection for the “Financial Planner,” it has become evident that there ...

In 2022, it seems odd that the profession you belong to would be facing an existential crisis as simple as one enduring question, “What is a financial planner? And who gets to use the name?” Lawyers ...

Claudia Cypher Kane, a Roseville, Calif.-based independent advisor with Raymond James Financial Services, has taken over as the new president of the Financial Planning Association, and her top ...

Officials of the Certified Financial Planner Board of Standards Inc. said Wednesday they oppose the effort by the Financial Planning Association to establish legal protection for the title “financial ...

The Financial Planning Association is in the earliest stages of reaching out to associations and regulators as it presses forward with its strategy to seek legal title protection for financial ...

Title protection could soon take a turn that promotes wider adoption, as a province that floated greater proficiency for the financial advisor (FA) title finalizes its rules. In an emailed statement, ...

Obtaining legal recognition of financial planning could be a slog, and the organization that represents planners says it’s in for the long haul. Earlier this year, the Financial Planning Association ...