CFP Board

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: cfp.net/connections-co…

CFP Board has adopted revised Fitness Standards, Procedural Rules and Sanction Guidelines to improve the process for evaluating the ethical fitness of CFP® certificants and candidates for CFP® certification. The changes take effect June 1, 2026. Learn more: cfp.net/news/2026/05/u…

Make this your summer of growth. Register for the July 2026 CFP® exam and start building a bright future as a CERTIFIED FINANCIAL PLANNER® professional. cfp.net/certification-… #CFPpro #FutureCFPpro #FinancialPlanning #CFPexam

College students are thinking beyond graduation and toward financial stability. CFP Board research found 83% say financial well-being is important to their happiness and life satisfaction. Read more: cfp.net/industry-insig…

.@MichaelKitces, CFP® has helped shape the future of financial planning through education, podcasting and industry leadership. Hear from him at CFP Board Connections Conference 2026 and register now at the early discount rate: cfp.net/connections-co…

CFP Board’s Knowledge for Practice newsletter delivers research, analysis and practical resources to help CFP® professionals strengthen their practice. The next send is tomorrow, May 21. Register now: cfp.net/for-cfp-pros/s…

What policy issues are shaping the future of financial planning? CFP Board’s Public Policy team will discuss the latest developments from Washington during “The Policy Pulse” webinar on May 28. Register now: cfp.net/events/2026/05…

New research in #FinancialPlanningReview examined how specific financial behaviors influence financial well-being for U.S. Airmen and Guardians. Findings highlight the importance of emergency savings and budgeting. Read the research: onlinelibrary.wiley.com/doi/10.1002/cf… @Stephen_Horan

CFP® professionals can strengthen their pro bono impact during CFP Board’s live CE-eligible training session on May 27. Learn practical tools and techniques for advising low- to moderate-income clients. Earn 1 general CE credit: cfp.net/events/2026/05…

Starting tomorrow, May 19, CFP® Certificant Connection regional meetings kick off in Minneapolis, followed by Chicago and Oak Brook, IL. Join town hall-style conversations with CFP Board leadership and connect with fellow #CFPpros while earning CE credit: web.cvent.com/event/960310a3…

Financial conversations with friends and family are not always easy. CFP Board’s Financial FOMO survey explores how money can shape relationships and influence decisions about social activities and personal goals. Read the full report: cfp.net/industry-insig…

Could intervention science, the rigorous testing of what financial planners do and its impact on client behavior, strengthen outcomes for clients? Researchers make a case for single case research methods (SCR) to close the research-to-practice gap in #FinancialPlanningReview: onlinelibrary.wiley.com/doi/full/10.10… @Stephen_Horan

At CFP Board headquarters, Kevin Roth, Ph.D., and CEO K. Dane Snowden met with the Academic Pathways & Standards Working Group to examine workforce trends, evolving competency standards and the future of the bachelor’s degree requirement for CFP® certification.

Taking the CFP® exam this July? Join CFP Board’s May 15 webinar for tips on preparing for exam day, navigating the check-in process and understanding your results. Register now: cfp.net/events/2026/05…

The GUARD Act, unanimously passed out of the House Financial Services Committee, aims to help protect older Americans from financial exploitation. Thank you to @ZachNunn and committee members for their support. Learn more about CFP Board’s endorsed legislation here: cfp.net/about-cfp-boar…

Looking for direction in your financial planning career journey? Join CFP Board’s Planner Pathways webinar on May 18 to learn about different firm environments and career opportunities. Learn more: cfp.net/events/2026/05…

Pro bono financial planning can create meaningful change beyond the numbers. Mai Yang, CFP® shares how pro bono service changed a client’s financial future. cfp.net/for-cfp-pros/g…

CFP Board has named Desi Wyatt as Managing Director of Corporate Growth. The longtime financial services leader and U.S. Army veteran will help deepen firm engagement and support the growth of CFP® certification. Learn more: cfp.net/news/2026/05/c…

Join CFP Board leadership for a CFP® Certificant Connection regional meeting this May. Connect with CFP® professionals, educators and certification candidates in Minneapolis, Chicago or Oak Brook. Register today: web.cvent.com/event/960310a3…

Consumers deserve stronger protections when it comes to annuity recommendations. CFP Board is urging the @naic to adopt a fiduciary-based framework that puts consumers’ best interests first. Read our comment letter on Model Regulation #275: cfp.net/news/2026/05/c…