Top Tweets for #CFPPRO
Financial planning is about people as much as numbers. Understanding client behavior, communication and money beliefs can lead to stronger conversations and better outcomes. Explore CFP Board's Psychology of Financial Planning resources. https://t.co/DtLzhYZC0B #CFPPro
New research in Financial Planning Review explores how public-sector employees may adopt generative AI tools for retirement planning. Behavioral segments, not demographics, were stronger predictors of interest in AI-powered advice. Read the study: https://t.co/4TxwKj7lep #CFPpro #AI
CFP Board has launched the newest spot in our award-winning “It’s Gotta Be A CFP®” Public Awareness Campaign. The message is simple: When financial decisions matter, the professional you choose matters too. Watch the latest video. #CFPpro #ItsGottaBeACFP #FinancialPlanning
This week, CFP Board leadership was in Texas for Certificant Connection Regional Meetings. Grateful for candid conversations with CFP® professionals, educators and #FutureCFPpros across the state! #CFPpro #FinancialPlanning
CFP Board Competency Commission huddle today. Great to see these faces again. #CFPPro #FinancialPlanning #LetsMakeAPlan
What should investors do first when recession concerns grow? CFP Board Ambassador Dan Forbes says start with your allocation. Watch the video and read the full article in @MarketWatch: https://t.co/2jlRgIWuqD #CFPpro #Recession #FinancialPlanning #Allocations
This #VeteransDay, we honor those who have served and sacrificed for our country. Veterans, a CFP® professional can help you build a financial plan that supports your goals today and for the future. #FinancialPlanning #CFPPro #FinancialSecurity
Learn how to apply the key elements of the “One Big Beautiful Bill Act” (OBBBA) in your financial planning practice. Join us Nov. 19 at 1 p.m. ET for this 2-hour CE-eligible webinar. https://t.co/VrAJOLoOth #CFPpro #FinancialPlanning
Come Learn about the Double Dawgs Financial Planning pathways for students at the University of Georgia!
https://t.co/xpbYvsMMqQ
#ugafinancialplanning #CFPPRO #uga #GoDawgs
Come Learn about the Online Financial Planning Master's program and the Behavioral Financial Planning and Financial Therapy Certificate offered by the University of Georgia! @universityofga
https://t.co/W3gwGZgvki
#ugafinancialplanning #CFPPRO #uga #GoDawgs
October is National Financial Planning Month! CFP Board is highlighting the value of financial planning and the guidance of CFP® professionals. Use our toolkit to share with your clients and community: https://t.co/5Kt6O1bG7P #NationalFinancialPlanningMonth #CFPpro
I wasn’t at @FutureProof_HQ but my book was! Look at all these fantastic books! @DrPrestonCherry @TheRudinGroup @WileyGlobal @CFPBoard @CFPBoardmedia #WealthManagement #cfppro #womenandwealth @nicolecasperson
Social media financial advice can be full of buzzwords, fear tactics and hype. CFP Board Ambassador Bridget Grimes, CFP® walks through why CFP® professionals are uniquely positioned to provide trustworthy guidance to young clients. Watch now! #CFPPro #FinancialLiteracy #GenZ
Congratulations to one of dear friends on her retirement! You have worked hard to get where you are today and we are glad we were able to help you retire early! Cheers! 🥂 #clientgoals #Retirement #financialplanning #CashFlow #incomeplanning #Investments #riskmanagement #CFPPro
I'm excited to continue my work with the @Investopedia Advisor Council and contribute to their efforts to make financial education more accessible for all!
#CFPPro #FinancialEducation #FinancialLiteracy
The Investopedia Advisor Council is a select group of independent financial advisors in the U.S. who contribute to our editorial initiatives, share their expertise, and help support our mission to make financial education more accessible for all. https://t.co/D1mSmlpNXB
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