The leadership of the CFP Board would like advisors to know that it is in no hurry to begin enforcing its new competency ...

Michael Kitces raised potential conflict of interest concerns regarding the CFP Board's development of continued education ...

The CFP Board announced today the appointment of K. Dane Snowden as CEO, effective March 16, 2026. Snowden will succeed Kevin Keller, who is retiring after nearly two decades of leadership.

The phased-in updates to competency standards will raise education hours, broaden what counts as experience, and give the ...

CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development.

CFP Board announced that its Board of Directors has approved updated Competency Standards for CFP® certification.

K. Dane Snowden is the new CEO of the CFP Board. In February 2025, longtime CEO Kevin Keller announced he would step down in early 2026 after nearly two decades at the helm. Snowden was a public ...

K. Dane Snowden, the chief operating officer of CFP Board, has been elevated to chief executive officer, succeeding Kevin R. Keller, who is retiring after nearly two decades. The appointment of the ...

CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026. Snowden will succeed Kevin R. Keller, CAE, who is retiring ...

K. Dane Snowden is set to succeed Kevin Keller as the CFP Board’s chief executive officer, effective March 16, with Keller stepping down after nearly 20 years in the role. After Keller announced his ...

CFP Board announced that Terri Kallsen, CFP® has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen leads the professional body that certifies more than 107,000 financial ...

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