KellerGroup formerly conducted certifying activities as a tax-exempt 501(c)(3); new arm will allow more advocacy for professionThe Certified Financial Planner Board of Standards—long classified under Section 501(c)(3) of the Internal Revenue Code—has given birth to a 501(c)(6).The new organization—news of which hit the industry press on Jan. 25 after a careful rollout—will encompass the group's traditional function of certifying financial advisors who wish to be known as certified financial planners (CFPs) and therefore be held to higher standards in serving clients' interests.But the addition of a (c)(6) will allow the group to promote the profession and workforce… Read More