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 ...

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 ...

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 ...

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 ...

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 ...

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, ...

The Financial Planning Association will take charge of an effort to achieve legal recognition of the term “financial planner” through title protection, according to a statement Thursday by the trade ...

The new president of the Financial Planning Association said he will look toward the "power of volunteerism" to advance the organization. He also said the FPA's title protection efforts were at the ...

Toronto, ON, April 27, 2026 (GLOBE NEWSWIRE) — Advocis, The Financial Advisors Association of Canada, today released a new white paper urging governments and regulators across the country to adopt a ...