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CFP Board May Ease Rules on Prior Bankruptcy, Alcohol, Drug Charges

Summary by thedailyupside.com
The CFP Board is looking to let bygones be bygones. The organization that oversees the Certified Financial Planner designation is considering easing the rules regarding when applicants must have a formal hearing with the organization’s Disciplinary and Ethics Commission. The potential changes would relate to past bankruptcies, as well as alcohol and drug offenses. The group opened the discussion up to public comment just last week, but the poten…

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thedailyupside.com broke the news in on Tuesday, April 1, 2025.
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