CFP board resignations protest CEO power tilt

Rocky Mountain News (2007-Current);  April 9, 2008 ;     539 words ......functions of the CFP board," said Williams, who runs a financial...policy surprised Williams and his colleagues...surprised the CFP board. In a statement...the discussion. Williams, along with Harv...changes at the CFP board and said most...

Power Plays; CFP Board CEO Kevin Keller is facing his first major clash...

Financial Planning;  September 1, 2008 ;     700+ words ......additional members of the CFP Board of Standards' Disciplinary...former DEC members James Williams of J.F. Williams Associates in Denver and...Despite calls for dialogue, the CFP Board had declined to rethink its...Dave Strege, chair of the CFP Board's board of ...

CFP Board Invigorates Communications With CFP(R) Certificants

U.S. Newswire;  October 1, 2008 ;     634 words ......EDITORS Contact: Chris Wloszczyna of the CFP Board, +1-202-379-2252, cwloszczyna@CFPBoard...Financial Planner Board of Standards, Inc. (CFP Board) has launched a comprehensive outreach...the opportunity to hear directly from CFP Board leadership and to let us know what's...

CFP Board proposal on ethics under fire; FPA, NAPFA to challenge...

Investment News;  August 7, 2006 ;     666 words ......rebuttals against proposed changes to the CFP Board's code of ethics. The Certified Financial...the proposal, which was issued by the CFP Board on July 24, certificants automatically...clients otherwise. The fact that the CFP Board would allow designees to avoid fiduciary...

NAPFA, CFP Board Scuffle Over CFP Lite.

Financial Planning;  August 1, 1999 ;     405 words ...RESPONDING TO THE CFP BOARD'S plan to launch the Associate CFP...CFP accreditation. Within days, the CFP Board responded with its own release, calling...near-monopoly on the CFP designation, the CFP Board plans to make the designation and...

Head of Council of Institutional Investors is Named New CEO of CFP Board.

PR Newswire;  September 21, 2004 ;     407 words ......will step into her new position at the CFP Board no later than January 1, 2005. Teslik...have the opportunity in working for the CFP Board to do the same thing in the other half...from the best available practitioners. CFP Board Chair David Diesslin, CFP(R), said: We...

A Bid for Power: The CFP Board struggles to hold on to ambitious goals.

Financial Planning;  September 1, 2003 ;     700+ words ......sudden, even mysterious departure of CFP Board of Standards CEO Louis Garday. As interesting...toward a clear future? What does the CFP Board even want? The traditional answer has...But that may not be enough. What the CFP Board really may be aiming for is government...

CFP Board Strengthens Its Governance of Disciplinary Procedures.

PR Newswire;  March 12, 2008 ;     485 words ......Financial Planner Board of Standards, Inc. (CFP Board), in a unanimous decision by its Board...incorporate best practices of the sort CFP Board introduced in the strengthened ethical...said David G. Strege, CFP(R), Chair of CFP Board's Board of Directors. They are based...

CFP Board Denies Use of CFM Acronym.

PR Newswire;  October 15, 1999 ;     210 words ......Certified Financial Planner Board of Standards (CFP Board) today denied it is using or has any plans to...exactly sure of its purpose, said Robert P. Goss, CFP Board President. The CFP Board has no intention, either now or in the future...

At the Table on the Hill: With the appointment of Sarah Teslik as CEO, the...

Financial Planning;  November 1, 2004 ;     700+ words ......And so it seems, at least where the CFP Board is concerned. More than a year after...it take to get the right person? asks CFP Board Chair David Diesslin, responding to why...CII leaves little doubt about what the CFP Board is expecting of her. When she first took...

CFP Board mulls SEC reg study bid; May seek role in analysis of...

Investment News;  August 14, 2006 ;     700+ words ......to conduct the study, the Denver-based CFP Board is taking a look at whether we want to...counsel Virginia Jo Dunlap. Asked why the CFP Board would consider bidding on the contract...the process of taking a look at it.'' CFP Board chief executive Sarah Teslik first raised...

CFP Board Announces 'Task Force on Continuing Education and Competency' at...

U.S. Newswire;  September 5, 2007 ;     646 words ......Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for...Committee on Aging. Kevin R. Keller, CFP Board's chief executive officer, formally unveiled...to undertake a comprehensive review of CFP Board's continuing education (CE) standards...

Resignation will not deter CFP Board's ethics proposal; CEO Teslik to...

Investment News;  October 16, 2006 ;     576 words ......Ball Teslik as chief executive of the CFP Board will not set back the controversial effort...Denver-based organization Oct. 31. The CFP Board is expected to announce an interim CEO...that proposal, which was issued by the CFP Board on July 24, certificants automatically...

CFP Board CEO quits.(News)

Investment News;  July 21, 2003 ;     317 words ......prepared statement. I have enjoyed guiding CFP Board in this very exciting period for financial...wasn't available for an interview. The CFP Board's board of governors is hoping to fill...Diffendaffer, executive vice president of the CFP Board, has assumed responsibility for ...

The Fight Over Fees: It's the CFP Board of Standards vs. licensees in...

Financial Planning;  October 1, 2000 ;     700+ words ...The CFP Board of Standards is taking it on the chin from commission licensees...one disgruntled practitioner said in a message posted on the CFP Board's Web site (www.cfp-board.org). Congratulations, your proposed changes to the Code of...