CFP Board Media Relations

We would like to thank @Vanguard_Group for its generous support in helping to cultivate a diverse talent pipeline for a stronger, more inclusive financial planning profession. Read more about our newest Founding Sponsor: bit.ly/46tkjw4 #CFPpro #CFPproDiversity

CFP Board Center for Financial Planning has published a new report outlining #DEI best practices for retention in the #financialplanning profession, with case studies from @AbacusWealth, @CharlesSchwab and @EdwardJones. Read more. #CFPproDiversity cfp.net/the-center-for…

Women can face a host of financial obstacles. Whether you’re single or married, lesbian, bi or straight, cisgender or transgender, Ambassador Laura J. LaTourette, CFP® (@LauraLaTourette) shares when you should seek out a CFP® professional. bit.ly/3yftj6Z #LetsMakeAPlan

Women CFPs More Confident, More Likely to Provide Financial and Retirement Plans Than Male Counterparts, New ⁦⁦@CFPBoard⁩ Study Finds. ⁦⁩ @FAmagazine fa-mag.com/news/women-cfp…

Not all financial professionals are held to the same standards, and some must meet a higher bar than others. Read this @Kiplinger article by CFP Board CEO Kevin R. Keller, CAE to ensure your financial planner is acting in your best interest. bit.ly/33GNfBP #CFPPro

Should you get a financial advisor? CFP Board Ambassador Luis Rosa, CFP® (@luis_f_rosa) shares how a financial planner can help minimize taxes, among other services. Find out more benefits of working with a financial planner in this @USNewsMoney article: bit.ly/2QQLrQf

@SquaredAwayBC You're welcome! Thank you for covering the CFP® exam and the Psychology of Financial Planning.

@CFPBoardmedia Thanks for sharing my blog about your new educational requirement in the CFP curriculum: psychology! bit.ly/3wgyDp9 #psychological #Financial #debt #retirementplanning

A new study from @AiteGroup demonstrates the need for more female CFP® professionals, by showcasing the strengths and distinctive characteristics female CFP® certificants bring to the financial planning profession. Read key findings here: bit.ly/2SJRlXE #CFPPro

CFP Board CEO Kevin R. Keller, CAE and D.A. Abrams, Managing Director of the CFP Board Center for Financial Planning discuss the efforts the Center has made to increase the number of women and CFP® professionals of color in this @ThinkAdvisor article. bit.ly/3b48bXE

Financial advisers being required to perfect their understanding of clients' psychology in a new addition to their certification curriculum: squaredawayblog.bc.edu @CFPBoardmedia @CFPBoard #financialplanning #finance #money #psychology

What Veterans or anybody by the way, Need to Know About Financial Planning via @CFPBoard letsmakeaplan.org/blog/view/lets… #Military #PersonalFinance #financialeducation

As warm weather approaches, it's important to develop a savings plan that lets you enjoy everything summer has to offer without setting aside your long-term financial goals. Learn how in this LetsMakeAPlan.org article: bit.ly/3xdhuxG #LetsMakeAPlan

The @CFPBoard has added the psychology of planning to its principal knowledge topics for CE credits immediately and on certification exams starting in March 2022. W/ insights from psychologist @sarahfallaw of behavioral assessment firm DataPoints financial-planning.com/news/cfp-board…

CFP Board’s Public Awareness Campaign is back on TV and digital channels, highlighting the benefits and value of working with a CFP® professional. Click here to watch: bit.ly/31xjPEU #LetsMakeAPlan

Our CFP Board Ambassador of the week is Grace S. Yung, CFP®. Grace co-founded a roundtable of women leaders at LPL Financial and serves as a panelist for several of the firm’s advisor training events. We are proud to recognize our dedicated Ambassadors. #LetsMakeAPlan #CFPPro

"One bright spot is the @CFPBoard’s efforts to incorporate diversity, equity, and inclusion in their work." Thanks @LauraLaTourette. riaintel.com/article/b1p5ny… via @riaintel

Are you seeking an MBA or MS degree in Financial Planning? Apply for one of the scholarships offered by California Lutheran University (@CalLutheran) and the Center for Financial Planning. Application deadline is March 31: bit.ly/3jYNf6S #Center4FP

Happy 6th birthday, Millennial Money Podcast! @ShannahGame

CFP Board's Brand Ambassador of the week is LeTian Dong, CFP® (@Letian_Dong). LeTian is passionate about mentoring young professionals & changing how clients think about retirement planning. We are proud to recognize our dedicated Brand Ambassadors. #LetsMakeAPlan #CFPPro

The Center for Financial Planning and @DaltonEducation have launched the CFP® Exam Review Course Scholarship, that will cover the full cost of the Dalton Review CFP® exam review course for candidates seeking CFP® certification. Learn more: bit.ly/2NUMIYO #Center4FP