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
CFP Board
非盈利组织
Washington，DC 59,510 位关注者
CFP Board of Standards & CFP Board Center for Financial Planning — CONFIDENCE TODAY, SECURITY TOMORROW.
关于我们
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER? certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP? certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. Learn more at https://www.CFP.net. Join CFP Board's LinkedIn group at: https://www.dhirubhai.net/groups?=&gid=3020476
- 网站
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https://www.CFP.net
CFP Board的外部链接
- 所属行业
- 非盈利组织
- 规模
- 51-200 人
- 总部
- Washington，DC
- 类型
- 非营利机构
- 创立
- 1985
- 领域
- CFP Board、financial planning、retirement planning、personal finance、financial advice、financial advisor、financial adviser、financial analyst、financial consultant、professional certification、CFP Board Center for Financial Planning和CFP Board of Standards
地点
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主要
获取路线
1425 K St. NW
Suite 800
US，DC，Washington，20005
CFP Board员工
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Dallas W. Coffman, CLU?, ChFC?, EA, CFP?
CERTIFIED FINANCIAL PLANNER? | Enrolled Agent Focusing on Tax-Advantaged Retirement Investing
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Lori Loker
Brand Marketer | Storyteller | Event Manager | Strategic Partnerships
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Philip Herzberg, CFP?, CDFA?, CTFA, AEP?, MSF
Lead Financial Advisor at Team Hewins
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Cary Carbonaro, CFP? Professional, MBA
Award Winning Financial Advisor, Women and Wealth Expert, CFP Board Ambassador, 6x Investopedia Top 100 Advisor, Author, Speaker & Female Advocate
动态
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Thank you to the CFP? professionals who served on this year’s CFP Board Scholarship Review Panel! Your efforts help shape the future of financial planning by supporting deserving scholarship recipients. We hope your mugs are keeping you warm this winter! ? Love your mug? Share a pic in the comments: https://lnkd.in/e_sg5S3q #FinancialPlanning #CFPpro #FutureCFPpro #ScholarshipReview? (?? Sarah Jo Brockhouse, CFP?)
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“Simplify gift-giving with this rule — one thing they want, one thing they need, and one meaningful item,” says CFP Board Ambassador Jasmine Renae Ball, MSW, CFP?, ABFP?, CRC. Meaningful holidays don’t have to break the bank. This GOBankingRates article shares how you can help your clients keep holiday joy high, while keeping spending low. Read here: https://lnkd.in/eaprssGT ?
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Did you or someone close to you earn CFP? certification this year? This Black Friday, celebrate that success with a 15% discount on your certification frame from Framing Success! It’s a perfect way to honor the hard work and dedication that went into achieving this prestigious credential. Don’t miss out on this special offer: Cfp.net/frames ?
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When it comes to planning for the future of children with special needs, it’s important to get life insurance advice right. Roscoe, a CFP? professional, helps a family navigate their options but recognizes when to bring in an expert for more specialized advice. How does he apply the Duty of Care and Competence in this case? Dive into this case study for guidance: https://lnkd.in/eQaqHkCN #CFPpro #FinancialPlanning #LifeInsurance #CaseStudy ?
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Talent is the foundation of growth. As retirements increase, the CFP Board Center for Financial Planning is tackling workforce challenges head-on. From scholarships to career research, we’re committed to equipping the next generation of financial planners. Explore our efforts: https://lnkd.in/efJENhE4
CFP Board Initiatives
cfp.net
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Want to take your client relationships to the next level? Understanding the psychology behind their financial decisions is key! The Psychology of Financial Planning? explores everything from biases to crisis events that impact how people make money choices. This isn’t just theory — it’s real-world application for every stage of your financial planning career. https://lnkd.in/eeKHMaDB? #CFPpro #FinancialPlanning ??
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Looking for a fresh career opportunity in 2025? CFP Board is hiring for several roles including: ? ?? Administrator, Corporate Relations and Research ? ?? Candidate Advocate? ?? Director, Development? ?? Manager, Website? ?? Sr. Manager, Information Science (Librarian)? ?? Sr. Manager, Marketing ? If you’re passionate about supporting financial planners and making an impact, check out the full job listings and apply today. https://lnkd.in/ejptmahy #Hiring #CareerOpportunities #Careers ?
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CFP? professionals: Have you completed your CE requirements for 2024? Take advantage of upcoming opportunities to finish the year strong. Explore our CE resources today! https://lnkd.in/eSVi4KiH
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CFP Board advances the financial planning profession in the public interest, advocating for policies that ensure consumers have access to competent, ethical financial planning. Our work focuses on fiduciary standards, retirement security and more. Stay informed as we navigate the new administration — follow us on X, Facebook, LinkedIn, Instagram and soon TikTok for updates on our public policy efforts: https://lnkd.in/ec8fMryH #CFPpro #PublicPolicy ?
Driving Public Policy
cfp.net