CFP Board

CFP Board announces second-generation CFP? professional Simone Lee, CFP? as the 100,000th CFP? certificant! Read about this historic milestone and watch the inspirational video of how Simone followed the lead of her mother, Judith Lee, CFP?, CRPC?, SE-AWMA? to become a CFP? certificant (video link in news release): https://bit.ly/4bCbi67 Merrill Lynch #100kCFP #CFPpro

Senator Elizabeth Warren’s recent report underscores the urgent need for the U.S. Department of Labor’s Retirement Security Rule. Erin Koeppel, Managing Director of Government Relations at CFP Board, emphasizes that the report reveals regulatory gaps leading to costly conflicts of interest in the financial industry. Supporting this rule is crucial for ensuring that retirement investors receive sound advice. Read more in Paul Mulholland's article for the American Society of Pension Professionals and Actuaries: https://lnkd.in/e9qi5Z2p #RetirementSecurity #Fiduciary #CFPpro #FinancialPlanning ??

Helping clients navigate CD decisions? CFP Board Ambassador Anna N'Jie-Konte, MBA, CFP? shares why short-term CDs may be a smarter option over long-term ones in today’s market. Learn more about this approach and help your clients make informed choices in this CNET article by Dashia Milden and Robin Hartill, CFP?: https://lnkd.in/eGhUqNEg ?

Watch as Josean Fernandez, CAIA, a member of CFP Board’s Diversity Advisory Group, discusses the importance of fostering a diverse workforce. Discover why bringing more young Hispanic professionals into the industry is a smart business decision.?#CFPpro #CFPproDiversity #FutureCFPpro #HispanicHeritageMonth?

Deadline alert! If you’re on the path to CFP? certification, don’t miss this opportunity — scholarship applications close tonight (Tues., Oct. 15) at midnight. Over 60 scholarships, including the Goldman Scholars and WIN Endowed Scholarship, are available. Apply now and take the next step in your financial planning career: https://lnkd.in/dctpehXU #CFPpro #CFPproDiversity #FutureCFPpro?

This #HispanicHeritageMonth, join us in learning how to better serve your Hispanic clients! CFP Board Ambassador Elaine King, MBA, CFP? provides essential tips in her new video that will help you improve your working relationships and gain a deeper understanding of your clients’ unique needs. Watch now! #CFPpro #CFPproDiversity?

As we celebrate Hispanic Heritage Month, it's essential to showcase how we can better serve diverse clients. If you’re a CFP? professional who speaks Spanish, make sure to update your public profile so potential clients can find you more easily. It’s a small change that can have a big impact! Update here: https://lnkd.in/eSSkzDqP ?#HispanicHeritageMonth #CFPpro #FinancialPlanning #CFPproDiversity ?

At the inaugural CFP Board Connections Conference, Ali K. (U.S. Department of Labor) discussed the ongoing battle for a unified fiduciary rule. With retirement standards varying widely, what does this mean for your clients? Read this ThinkAdvisor article by Melanie Waddell to explore the future of fiduciary regulation: https://lnkd.in/ecqEFf5h? #RetirementSecurity #Fiduciary #CFPpro #FinancialPlanning ??

"Many different business models exist in today's evolving financial services ecosystem ... This affords individuals the opportunity to work with a CFP??professional in a business model that meets their personal needs,” explains Account Director of Corporate Relations Michael Donnelly CFP?. Find out the pros and cons of fee-only advisors and determine what works best for you in this U.S. News & World Report article by Kate Stalter:?https://lnkd.in/euNqEZzu?#CFPpro??

How should individuals in their 60s approach significant credit card debt? CFP Board Ambassador Autumn Knutson, CFP? explores the best ways to alleviate debt using investments and home equity in?this MarketWatch article by?Aarthi S.: https://lnkd.in/gg34ZydE?