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
Non-profit Organizations
Washington, DC 55,508 followers
CFP Board of Standards & CFP Board Center for Financial Planning — CONFIDENCE TODAY, SECURITY TOMORROW.
About us
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 http://www.CFP.net. Join CFP Board's LinkedIn group at: http://www.linkedin.com/groups?=&gid=3020476
- Website
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http://www.CFP.net
External link for CFP Board
- Industry
- Non-profit Organizations
- Company size
- 51-200 employees
- Headquarters
- Washington, DC
- Type
- Nonprofit
- Founded
- 1985
- Specialties
- 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, and CFP Board of Standards
Locations
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Primary
1425 K St. NW
Suite 800
Washington, DC 20005, US
Employees at CFP Board
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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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Jean Marie Dillon, MA, CFP®, AFC®
Financial Educator and Planner | Accredited Financial Counselor | Doctoral Student | Award-Winning Editor & Nature Photographer | 2020 & 2022 Marine…
Updates
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We're excited to introduce Jannese T., Latina Money Expert and creator of “Yo Quiero Dinero” podcast, as a speaker at CFP Board Connections Conference this fall. Join us Sept. 29 to Oct. 1 in DC for insights on financial empowerment. Early discount rates available — register now: https://lnkd.in/eQumyQeh
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Join us on July 16 for the CFP® Certificant Connection Webinar. Engage with CFP Board leadership to learn about the newest resources and initiatives and how they enhance the value of CFP® certification. Includes audience Q&A. Register here: https://lnkd.in/edqNRtiv #CFPpro
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As you plan your career path, consider the opportunities in financial planning. Watch stories from our "I am a CFP Pro" series to explore the rewarding aspects of being a CFP® professional and learn about the steps to achieving CFP® certification: https://lnkd.in/e-SqEykA #CFPpro #FinancialPlanning
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The Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning is still accepting applications through July 17 for women looking to re-take the CFP® exam in November. Review the eligibility requirements and apply here: https://lnkd.in/dEuKUDpq #Scholarship #CFPexam
The Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning
cfp.net
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Join us at the CFP Board Connections Conference this fall to hear from Dr. Frederik G. Pferdt, Google’s first Chief Innovation Evangelist, founder of Google’s Innovation Lab, and author of “What’s Next Is Now: How to Live Future Ready.” Early registration discount available until July 22. Secure your spot today: https://lnkd.in/eQumyQeh #CFPConnections24
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Discover newly added CFP Board Registered Programs designed to meet the education coursework requirement for CFP® certification. These programs cover essential financial planning topics and offer flexibility in learning styles. Explore your options and take the next step to becoming a CFP® professional: https://lnkd.in/eqg8A-ge #FutureCFPpro #CFPpro #RegisteredPrograms #FinancialPlanning
Find an Education Program
cfp.net
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Join us at CFP Board’s Connections Conference this fall to hear from Philipp Carlsson-Szlezak, Global Chief Economist at Boston Consulting Group (BCG) and author of “Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk”. Register now to secure your spot! https://lnkd.in/eQumyQeh #CFPConnections24 #CFPproDiversity
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The latest research from Financial Planning Review explores how factors such as financial planner utilization, inheritance receipts and religion influence estate planning among U.S. Black adults. Access the article for free here: https://lnkd.in/eKGk_gQw #EstatePlanning #FinancialPlanning #Research Kimberly Watkins, Shinae Choi Ph.D., Miranda Reiter, Ph.D., CFP®, Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, Shelitha Smodic, Cory Thompson, MBA, MS, Kenneth White, Bertranna Muruthi Wiley Stephen Horan, Ph.D., CFA, CIPM, CAIA
U.S. Black adults' estate planning: The role of financial planner use, inheritance receipt, and life insurance ownership
onlinelibrary.wiley.com
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Choosing technology for your practice doesn’t have to be complicated. Whether you rely on firm-provided tools or select your own, our "Guide to CFP Board’s Technology Standard" offers detailed guidance to navigate evolving technology while adhering to our standards. Download it today: https://lnkd.in/etacFpXh #CFPpro #FinancialPlanning #FinTech
Guide to CFP Board’s Technology Standard
cfp.net