CFP Board

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

Looking to make a strategic career move or hire top talent in financial planning? The Spring 2026 Virtual Career Fair connects top firms with CFP® professionals and future talent. 🕛April 17 | 12–4 PM 🔗Register now: cfp.net/events/2026/04…

Money stress is doing more than impacting budgets; it’s affecting friendships. CFP Board’s latest research highlights how financial strain is driving social disconnection. Read more in @FortuneMagazine: fortune.com/2026/03/17/fin…

CFP Board welcomes June Taylor, JD, as chief of staff. With 20+ years of leadership across government, education and the private sector, she will help drive strategy and execution across the organization. Learn more: cfp.net/news/2026/03/c…

Your experience working with clients can help other CFP® professionals elevate their approach. Apply to speak at Connections 2026 and bring this year’s theme, "Advise With Purpose. Plan With Precision.", to life. Submit by April 15: cvent.com/c/abstracts/49…

What do CFP® professionals and superheroes have in common? More than you think. CFP Board’s new “Kids at Work” curriculum turns Take Your Daughters and Sons to Work Day into a fun, hands-on money lesson. Grab it here: cfp.net/industry-insig…

No lucky charms needed. You’ve put in the hours, worked through the cases and built real expertise. You’ve got this, CFP® exam candidates!🍀#StPatricksDay

Financial FOMO is real. 82% say others’ finances shape how they view their own. 85% feel out of sync with friends on money milestones. Learn more in CFP Board’s Financial FOMO: A Survey About Money and Relationships: cfp.net/industry-insig…

Student loan debt is delaying major life milestones for many borrowers. In @Investopedia, CFP Board Ambassador Brenton Harrison, CFP® explains how income-driven repayment plans can lower monthly payments and free up room for savings and investing: investopedia.com/is-student-deb…

You don’t have to wait for CFP® certification to start building your professional network. Join our April 8 webinar to learn practical strategies for connecting with mentors, peers and industry professionals early in your career. Register today: cfp.net/events/2026/04…

AI is changing financial planning. How should financial planning education adapt? Join our April 14 webinar to hear faculty from CFP Board Registered Programs discuss how they’re integrating AI into the classroom. 1 CE credit available: cfp.net/events/2026/04…

Message from retiring CFP Board CEO Kevin R. Keller, CAE (@krkindc).

What’s the best money advice of all time? @Kiplinger asked 35 financial experts to share their most impactful advice. We’re proud to see several CERTIFIED FINANCIAL PLANNER® professionals featured in the cover story. Read it: kiplinger.com/personal-finan…

The March CFP® exam is next week. Get ready with our “What to Expect on Exam Day” resource page, including a webinar and key details on check-in, ID requirements, calculators and testing center procedures. Review it before exam day: cfp.net/certification-…  #CFPExam #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: onlinelibrary.wiley.com/doi/10.1002/cf… #CFPpro #AI

Over 17 years, Kevin Keller (@Krkindc) helped bring thousands of new professionals into financial planning. Hear former CFP Board Chair Ray Ferrara, CFP® reflect on Kevin’s leadership and legacy. Watch the video. #CFPpro

Reported investment fraud losses among seniors topped $4.8B in 2024. CFP Board, @fpassociation and @NAPFA are calling on @FINRA to strengthen rules that help financial professionals fight exploitation. Read more: cfp.net/news/2026/03/c…

Stay current on what matters for CFP® professionals. On March 11, CFP Board leadership will discuss upcoming initiatives, industry trends and resources designed to support your practice. Register now: cfp.net/events/2026/03…

“I remember him walking in the room the first time and thinking, ‘Wow, we’ve got ourselves a CEO.’” Hear 2007 CFP Board Chair Karen Schaeffer reflect on Kevin Keller’s (@Krkindc) leadership and lasting impact on the profession. Watch the video. #CFPpro

Financial planning offers more than one career path. Retirement planning, estate planning, tax planning and more. Join CFP® professionals on March 10 at 1 p.m. ET to learn how different specialties shape the profession. Register now: cfp.net/events/2026/03…