Certificant Connections

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession.   Maureen Thompson and Barb Roper discuss the SEC’s Regulation BI and the latest news on the “F” word, that’s right, fiduciary!   Key Takeaways [:20] Dan Drummond welcomes Maureen Thompson, CFP Board’s VP for Public Policy, and Barb Roper, Director of Investor Protection at the Consumer Federation of America. [:53] Maureen opens the discussion with an overview of the goings on in the world of fiduciary and the way the CFP Board is working towards a strengthening of Regulation BI. [1:42] Barb explains why this work towards strengthening is so important and what reactions the first Regulation BI garnered. [3:44] Barb gives a bit of history on Regulation BI and explains how in the last 20 years, the problem has