CFP Board’s scholarship window is open! Whether you're just starting your financial planning education or preparing for the exam, scholarships are available to support your journey. Apply now for scholarships that align with your goals and qualifications. Learn more: https://lnkd.in/e7Wkcdqt #CFPpro #FinancialPlanning??
CFP Board
非盈利组织
Washington，DC 62,336 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 more than 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? Professional | 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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The Financial Planning Hall of Fame nominations deadline is fast approaching. The program honors the visionary leaders who have transformed the financial planning profession and set a standard for excellence. The deadline to nominate is March 31, 2025, so don’t miss the chance to honor someone who has inspired change in the profession. Learn more and submit your nomination: https://lnkd.in/efH-nh8h #FinancialPlanning #CFPpro #HallofFame
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Professional certifications drive career growth and strengthen the economy. The Freedom to Invest in Tomorrow’s Workforce Act would allow 529 plan holders to use their savings for fees and expenses required to earn postsecondary credentials, including CFP? certification. CFP Board joins more than 900 organizations in the Tomorrow’s Workforce Coalition in supporting this bill and urging Congress to act. Learn more: https://lnkd.in/ggVP4S6S #TomorrowsWorkforce #PowerofAssociations?Financial Planning Association (FPA), NAPFA - National Association of Personal Financial Advisors
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The tax landscape is shifting. Are your clients ready? With TCJA provisions expiring in 2025, CFP? professionals warn that retirement income, estate plans and business succession strategies could face major challenges. Strategic tax planning today can help protect financial goals for the future. Learn more in this Leo Almazora article in InvestmentNews: https://lnkd.in/ec3XmdPs?
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The financial planning profession is at a turning point. Women make up just 24% of CFP? professionals, despite the profession offering flexibility, growth and meaningful work. That’s why CFP Board is launching Accelerate & WIN — a bold initiative to drive real change. Through cutting-edge research, leadership programs and strategic partnerships, we’re creating a future where women CFP? professionals thrive. Learn more: https://lnkd.in/efGW5YMT #CFPproWomen #FinancialPlanning #CFPpro #CFPproDiversity??
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Happy National Clients Day! Today, we recognize the important role clients play in the financial planning process. CFP? professionals are committed to guiding individuals and families toward financial success, and their work is driven by the trust clients place in them.? #NationalClientsDay #CFPpro #FinancialPlanning #ClientAppreciation ?
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In celebration of Women’s History Month, CFP Board Chair Liz Miller, CFP?, CFA? highlights the unique opportunities the financial planning profession offers for women. Hear why it’s the perfect time to join this rewarding field. #CFPproWomen #WomensHistoryMonth?
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Financial uncertainty is a growing concern for federal employees. CFP? professionals can make a difference. Join this free webinar on March 20, led by former CFP Board Chair Karen Schafer, CFP?, to learn how to help clients navigate FERS, TSP, FEGLI and other benefits. Eligible for 2 CE credits. Register now: https://lnkd.in/eiuBnzCf #CFPpro #FinancialPlanning #Federal #FederalResources
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The tax landscape is shifting — how are CFP? professionals responding? A new CFP Board survey, “2025 CFP? Professionals Taxes Survey,” explores the risks and strategies advisors are considering as the TCJA expiration approaches. Read the findings: https://lnkd.in/eX9YYcE6 #FinancialPlanning #CFPpro #Tax ?
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Passing the CFP? exam isn’t about luck — it’s about preparation. And you’ve put in the work. Now stay focused, trust your training and take it one question at a time. This is your moment to shine as you take the next step toward certification. You’ve got this! #CFPexam #FutureCFPpro?
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