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 55,183 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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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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Ready to advance your career in financial planning? CFP Board Career Center offers a free resource to explore job and internship opportunities tailored to all experience levels. Create your profile, upload your resume and start your search today: https://lnkd.in/evZ5yZfB #FinancialPlanning #CFPpro
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Save the date for the CFP® Certificant Connection Webinar on July 16 from 2:00 - 3:00 p.m. ET. This event will feature updates from CFP Board’s leadership on key initiatives and new resources designed to strengthen the value of CFP® certification. Register now to secure your spot: https://lnkd.in/edqNRtiv #Webinar #FinancialPlanning #CFPpro
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"We filed the [friend-of-the-court] brief because we believe it’s important for the court to know that approximately a third of financial professionals in the U.S. share our view that American consumers should work with financial professionals who act in their best interest," said CFP Board General Counsel Leo Rydzewski. Read more about our brief supporting the U.S. Department of Labor's Retirement Security Rule in Sabrina Armaghan K.'s article in Ignites: https://lnkd.in/eYa93VnJ #DOLFiduciaryRule #FinancialPlanning
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Did you know 80% of those who passed the CFP exam credited the CFP Board Practice Exam as one of their most important prep tools? With the July CFP® exam just around the corner, there’s no time to waste! Access your practice exam and incorporate it into your study plan today: https://lnkd.in/d7pxDZNp #CFPpro #CFPexam #ExamPrep #StudyTips
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In our recently filed amicus brief, CFP Board explains that the U.S. Department of Labor’s Retirement Security Rule aligns retirement investment advice with investor expectations. In Paul Mulholland’s article in PLANADVISER, CFP Board General Counsel Leo Rydzewski highlights the rule's importance in closing regulatory gaps and protecting small plans receiving advice. Read more: https://lnkd.in/gSi6Ntbr
CFP Board Files Amicus in Support of Retirement Security Rule | PLANADVISER
planadviser.com
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Join our Pro Bono Challenge! Volunteer at least one hour to help us reach our ambitious goal of 100,000 more volunteer hours than in 2023, totaling at 412,237 pro bono hours in 2024. Learn more about the challenge and how to get started here: https://lnkd.in/gdkz52-8 Foundation for Financial Planning #ProBono #FinancialPlanning #CFPpro #100kCFP #PowerProBono
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CFP Board has filed an amicus brief supporting the U.S. Department of Labor’s fiduciary rule in the U.S. District Court for the Eastern District of Texas. Investors expect financial professionals to act in their best interests, and we believe the DOL’s Retirement Security Rule upholds this trust, helping professionals serve all income levels effectively. Read the full brief here: https://lnkd.in/e9nUTnwb
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CFP Board is driving impactful advocacy efforts to democratize financial advice and protect investors. From supporting the U.S. Department of Labor’s Retirement Security Rule to advocating for tax credits, our initiatives aim to benefit both consumers and financial professionals. Read more: https://lnkd.in/gKhEeh-K #CFPpro #FinancialPlanning #Fiduciary
CFP Board Advocacy Gives Voice to CFP Professionals
cfp.net
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Are you interested in expediting your CFP® certification? Join us tomorrow, June 26, from 1:00-2:00 p.m. ET for CFP Board’s “Your Accelerated Path to CFP® Certification” webinar. Discover how your existing credentials may help you skip most of the coursework and sit for the CFP® exam sooner. Register today: https://lnkd.in/g_bX-EPf #CFPexam #CFPpro #FinancialPlanning
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