CFO News Room

DECEMBER 17, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Education 130

Education Planning Benchmarking Investments 130

CFO Thought Leader

APRIL 1, 2023

And what was really fun was like across the finance team between FPA reserves and other organization, we actually like look at data. You got to the whole data aspect, again, mining data, and helping teams in this case sales be more effective in their job in their process. So the question is, what are we going to do about it?

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

CFO News Room

DECEMBER 19, 2022

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for “financial planner”) being vacated… by the FPA. Making the FPA’s shift to now suddenly advocate for Title Protection a logical – albeit head-spinning – about-face from its position for the past two decades. Executive Summary.

Planning 130

Planning Accounting Investments Sales 130