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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.
FORBES: Got To Have A Plan
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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).
FORBES: LearnVest Reinvests In Its Mission: Financial Planning For The 99%
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Might a CFP participant inflate the number of problems they encountered just to discredit these other non-CFP advisers and promote their own brand?
FORBES: Why Financial Advisers Lie
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LearnVest members have access to a dedicated CFP, through new technology, can view your money-planner in real-time.
FORBES: LearnVest Reinvests In Its Mission: Financial Planning For The 99%
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Compliance with the CFP is currently the responsibility of member states although EU-wide inspections take place on a regular basis.
BBC: Common Fisheries Policy Green Paper
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"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.
FORBES: Got To Have A Plan
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While traditionally most CFPs have worked outside of big firms, Smith Barney and Merrill Lynch (nyse: MER - news - people ) are now encouraging their own brokers to earn CFP credentials, too.
FORBES: Got To Have A Plan
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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.
BBC: Common Fisheries Policy has 'failed' - MP