CFP Board

CFP® - The Recognized Standard of Excellence in Personal Financial Planning
#CFPpro

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Early registration is now open for CFP Board Connections Conference 2026! Join financial planning leaders from across the profession Oct. 5-7 at ARIA® Las Vegas for three days of insights networking and professional development. Register today: https://t.co/zUWVANi6iS

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Looking for your first financial planning role? Hear directly from recently certified CFP® professionals about what helped them stand out, land interviews and launch their careers. Join us, July 1 at 1 p.m. ET. Register now: https://t.co/pBOKHR6uNu

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"A clear, structured career path can help firms show growth opportunities and set realistic expectations for students." Kathryn Berkenpas, CFP®, COO at CFP Board, shares how firms can attract emerging talent in this @PlanAdviser article: https://t.co/oE55lFe8Cb

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Earn up to 15 CE credits at CFP Board’s Connections Conference 2026 in Las Vegas this October. Register by July 10 to save $200 and join financial planning leaders from across the profession: https://t.co/zUWVANi6iS

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Could AI-generated financial tools create unintended risks for clients? A recent @Kiplinger article explores the rise of "vibe coding" and its potential pitfalls. CFP Board's "Harnessing AI in the Financial Planning Profession" offers guidance to help CFP® professionals use AI responsibly. Learn more: https://t.co/slTUzdi8nC

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Happy Pride Month!

CFP Board believes a strong financial planning profession benefits from a wide range of experiences, perspectives and voices. We are proud to support a profession that serves people from all walks of life.

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Financial planning is not just growing. It is paying off. CFP® professionals reported 15% year-over-year compensation growth from 2024 to 2025 according to the 2026 CFP Board Compensation Study. Read the findings: https://t.co/kBNdzIBzGX

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Want to make your voice heard on financial policy issues? CFP Board’s new Public Policy Advocacy Center helps CFP® professionals contact elected officials in just a few clicks. Explore the new tool today: https://t.co/3Tt7GRuqTu

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Want insights from one of financial planning’s most recognized voices? @MichaelKitces, CFP®, will keynote CFP Board’s Connections Conference 2026. Register early by July 10 and save $200: https://t.co/zUWVANi6iS

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CIMA® professionals now have a faster path to CFP® certification. A recent update to CFP Board’s Competency Standards allows eligible CIMA® holders to pursue CFP® certification through the Accelerated Path. Learn more at https://t.co/PhYRY8TSSJ

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Congratulations to the recipients of the @AssetMark Scholarship! This program provides access to the CFP® exam at a discounted rate for those pursuing CFP® certification.

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CFP Board supports clearer guidance for retirement plan fiduciaries in selecting plan investments but believes significant revisions are needed before the @USDOL finalizes its proposed rule. Our latest comment letter explores the potential impact on participant protections and fiduciary judgment. Read the letter: https://t.co/iECxXqLXKU

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@Burky_11 @DaltonEducation Congratulations, Mike!

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#FinancialPlanningReview new research examining retirement financial planning among Malaysian Millennials. Researchers explored how attitude, perceived behavioral control and financial self-efficacy shape retirement readiness. Read now: https://t.co/ANukrLB5OP @Stephen_Horan

[CFP Board @CFPBoard]

Studying for the #CFPexam? The right study group can help you stay accountable, strengthen key concepts and approach difficult material in new ways. Join today's (June 1) webinar to learn how to build a study group that works. Register now: https://t.co/ffan2hpJTP

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Congratulations to the recipient of the Dalton Education Scholarship! This program covers the full cost of @DaltonEducation’s CFP® exam review course to support candidates preparing for the CFP® exam.

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.@DelStateUniv senior Elijah Taylor is an advocate for financial literacy on campus as he prepares for a career as a CFP® professional. Watch the video to hear how he is shaping his future in financial planning: https://t.co/Ra3wlK8kwi

[CFP Board @CFPBoard]

Before you say, “I do,” have the money conversation. Talk about debt, spending habits, savings goals and financial expectations before they become sources of stress later. CFP Board Ambassador Felicia Greenwald, CFP® shares more with @BuySideWSJ: https://t.co/mX6gF37zee

[CFP Board @CFPBoard]

A strong study group can improve CFP® exam preparation through accountability and shared learning. Join our June 1 webinar at 1 p.m. ET to learn how to form and structure effective study groups. Register now: https://t.co/ffan2hpJTP

[CFP Board @CFPBoard]

After a cancer diagnosis, a client’s childhood friend faced growing financial stress from business debt. Through pro bono support, Thomas Snow, CFP® helped remove that pressure so he could focus on health, family and business. Read his story. https://t.co/9InW4LtIeb

[CFP Board @CFPBoard]

What happens in Washington shapes financial planning for clients and practitioners. Join CFP Board Public Policy team tomorrow, May 28, at 3 p.m. ET for “The Policy Pulse” webinar. Learn how to power your voice. Register now:  https://t.co/gKhhSY599X