The four-pronged announcement includes a mobile app, a revamped money-planner platform that allows a CFP to co-view your money-center (think Google Docs for your bank account) and the news that the company has registered as an investment adviser with the SEC (RIA).
Exam candidates must have a bachelor's degree, three years of experience and complete a CFP Board-registered education program--or have earned one of an alphabet soup of other credentials.
He said it was a "critical time for fisheries management" but stressed that he was committed to take the "once-in-a-decade opportunity" to overcome the "structural failings" of the CFP.
"Every CFP worth his or her salt will give the client a no-obligation initial interview, to talk about their goals and objectives, " says Lewis Walker, a Norcross, Ga.