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 59,045 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
Get directions
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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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
Updates
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Hey CFP® professionals! You provide more than just financial advice — let’s celebrate your impact! Share 3 Ways You Have Your Clients' Backs — showcasing your trusted guidance, personalized support and lasting value. When it comes to their financial journey, It’s Gotta Be A CFP®! #CFPpro #FinancialPlanning #Fiduciary #ItsGottaBeACFP
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Americans are conflicted about the election, especially when it comes to personal finances. Our “Americans’ Financial Outlook and the 2024 Election” survey shows that nearly 4 in 5 Americans fear financial strain if their candidate doesn’t win. As a CFP® professional, your guidance is invaluable to clients in times like these. Let’s remind them of the long-term benefits of a solid financial plan and provide peace of mind this election cycle. https://lnkd.in/ejVZwgZR #FinancialPlanning #Election2024
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Preparing for the March 2025 CFP® exam? Scholarship opportunities from Dalton Education and College for Financial Planning can support your exam prep. Watch below to see how a scholarship impacted the path Romy Pickron, CFP® took to become a CFP® professional. Apply by November 21: https://lnkd.in/dctpehXU #Scholarships #FutureCFPpro #CFPpro #FinancialPlanning
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Interested in advancing gender diversity in financial planning? Watch our “Breaking Barriers: Amplifying Women in Financial Planning” webinar to hear about skills, resources and allyship strategies to help women thrive in the financial planning profession. Watch here: https://lnkd.in/e34NgB7U #CFPproDiversity #CFPpro #FinancialPlanning
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Deciding to downsize in retirement is a complex and often emotional process for clients. In this Financial Advisor Magazine article by Ben Mattlin, CFP Board Ambassadors Don Grant, CFP®, Jeremy Shipp, CFP®, CLU®, RICP®, WMCP® and Kurt W. Whitesell, CFP® discuss key considerations that go beyond the numbers to help guide your clients through this important decision. Read more: https://lnkd.in/eNfGaVYj #Retirement #CFPpro #FinancialPlanning #Downsizing #RetirementPlanning
When Should Empty Nesters Downsize?
fa-mag.com
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Military Family Appreciation Month is here, and with it comes an opportunity for CFP® professionals to guide military families through financial planning specific to their unique challenges. Explore resources to support clients navigating deployments, relocations and retirement benefits: https://lnkd.in/eVSZHvfw #MilitaryFamily #MilitaryFamilies #CFPPros #MilitaryFamilyAppreciationMonth
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Want to stay connected with the latest from CFP Board? Subscribe to our CFP Board Report newsletter for monthly updates on policies, initiatives and activities that impact CFP® professionals. Sign up here: https://lnkd.in/eRhRJeva #CFPBoardReport #CFPpro #FinancialPlanning
Subscribe to CFP Board Newsletter
cfp.net
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These financial planning facts might send chills down your spine 🫢, but financial fears don’t have to keep clients up at night. 🎃This Halloween, remind them that a sound financial plan can turn nightmares into peace of mind. Have a spooktacular #Halloween! #FrighteningFacts #FinancialPlanning #CFPpro
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When preparing to take the CFP® exam, mindset and preparation are crucial. Successful exam-takers say the best advice is simple: Don’t panic. If a question looks unfamiliar, take a deep breath, stay focused and remember — you're well-prepared for this. Explore more advice from those who passed in this Financial Planning article by Rob Burgess: https://lnkd.in/es55--65 #CFPexam #FinancialPlanning #FutureCFPpro
Tips on passing the CFP exam from those who have been there
financial-planning.com