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

Financial literacy alone does not improve well-being. Knowledge must be applied to achieve financial security. On 4/3 CFP Board told @USTreasury FLEC that the US National Strategy for Financial Literacy must recognize the role of professional financial advice. Read here: cfp.net/news/2026/04/c…

Want to stand out as a future CFP® professional? It starts with your network. Join us this Wednesday, April 8, to learn practical strategies for building connections that support your career growth. Register now: cfp.net/events/2026/04…

From internships to full-time roles, the Spring 2026 Virtual Career Fair is built for the next generation of financial planners. April 17 | 12–4 p.m. ET. Register now: cfp.net/events/2026/04…

Financial planning is evolving rapidly with AI. Learn how educators are adapting curriculum, tackling challenges and building future-ready programs at our April 14 webinar. Register now: bit.ly/4trkAKG

CFP Board has announced updates to its competency standards following a two-year review. The changes are designed to keep standards modern, relevant and practical. Watch the webinar to understand what is ahead. youtube.com/watch?v=sn-b7q…

#CFPConnections26 continues to grow as a platform for research and ideas that shape the profession. Submit your paper to be part of this year’s in-person research track and engage with leading academics and practitioners. Deadline is April 12: bit.ly/47zF0ZF

Taxes are often the biggest silent expense for retirees – but how you pay them can maximize what you keep. Four CFP® pros sat down with MarketWatch to outline optimized retirement tax strategies. See how: marketwatch.com/picks/the-bigg… @shelbyfishman_ #RetirementPlanning #TaxPlanning

CFP Board Ambassador Gloria García Cisneros, CFP® is helping humanize financial services and drive meaningful change through financial planning. Want to follow a similar path? Download the Student Career Guide to get started: cfp.net/-/media/files/…

Research from the CFP Board shows financial planning aligns with what many women want in a career, including purpose, stability and flexibility. See what’s driving interest and what still needs to change: cfp.net/industry-insig…

Looking to shape the future of financial planning? Financial Planning Review is seeking Editorial Board nominees. #CFPpros, academics and practitioners are encouraged to apply or nominate a peer. Nominations must be sent to @Stephen_Horan at shoran@cfpboard.org by June 11.

The future of financial planning is built on those who shaped its past. Help recognize their impact by submitting a nomination for the 2026 Financial Planning Hall of Fame by April 17: bit.ly/4tn90jS

CFP Board is seeking public comment on proposed updates to its Sanction Guidelines, Fitness Standards and Procedural Rules. Share your perspective and help strengthen the profession. Submit comments by April 30: bit.ly/4bV4eD6

The Spring Education Scholarship deadline has been extended to April 1. Don’t miss your chance to apply and support your journey toward CFP® certification. Submit your application today: bit.ly/4rRnbMN

Student-athletes are earning more money than ever, but are they getting the guidance they need? This week, CFP Board advocated for expanded access to competent financial planning in a statement to the Senate HELP Committee hearing. Learn more: bit.ly/4vaCZNM

Careers are shaped by the people who come before us. CFP Board Ambassador Elizabeth Yoder, CFP® shares how early support made a lasting impact. #WomensHistoryMonth

The Spring Education Scholarship deadline has been extended to April 1. Don’t miss your chance to apply and support your journey toward CFP® certification. Submit your application today: bit.ly/4rRnbMN

Inspired by resilience. Driven by purpose. CFP Board Ambassador @ElaineKingFP reflects on the women who influenced her and why financial planning is a career worth committing to. Watch now! #WomensHistoryMonth

New research in Financial Planning Review challenges assumptions about financial literacy and well-being. In a high-inflation environment, more knowledge did not always mean feeling better off. Read the open access study: onlinelibrary.wiley.com/doi/full/10.10…

New leadership. Clear priorities. Shared purpose. CEO K. Dane Snowden (@kdanesnowden) met with staff to discuss the next chapter for CFP Board and the future of the profession.

At @ASAE Hill Day, CFP Board’s Public Policy team met with the offices of @EleanorNorton, @RobWittman and @RepSchakowsky to discuss the Safeguarding Charity Act and action on the Freedom to Invest in Tomorrow’s Workforce Act. We appreciate the thoughtful conversation.