CFP Board

With wedding costs expected to reach an average of $36K in 2025, financial planners can play a key role in guiding clients through budgeting for their big day. CFP Board Ambassador Felicia Wong, CPA, CFP®, EA discusses how location, vendor pricing and inflation affect wedding expenses. Learn how to help clients prioritize spending in this Brides article by Elle Cashin: https://lnkd.in/ew5Y3uPV #Wedding #WeddingBudegets #WeddingCosts #CFPpro #FinancialPlanning  

A strong credential needs more than rigorous standards — it needs public trust. On PSI Services LLC’s “Tried and Tested” podcast, CEO Kevin R. Keller, CAE, joins Isabelle Gonthier, PhD, ICE-CCP, to discuss how the “It’s Gotta Be a CFP®” campaign elevates awareness of CFP® certification, driving both recognition and retention. Hear the full conversation: https://lnkd.in/g7rAVDfx  

Over the past 11 years, the number of CFP® professionals has increased by 49%, a clear sign that more individuals and families are recognizing the value of working with a qualified financial planner. Join us for a webinar on March 11 at 1 p.m. ET to learn how our 2025 Public Awareness Campaign is contributing to this growth. Hear about our campaign objectives, results and the 2025 media plan for the “It’s Gotta Be A CFP®” campaign. Register today! https://lnkd.in/egYekCNz  #CFPpro #FinancialPlanning #ItsGottaBeACFP 

Many of life's most important goals—education, starting a family, owning a home, a comfortable retirement—are deeply connected to financial goals. Each year, CFP Board helps millions of people achieve their dreams by expanding access to competent, ethical financial planning advice. In every department, at every level, I’m fortunate to work with a team that is smart, innovative and driven to improve people’s lives. On this #EmployeeAppreciationDay, I want to express my gratitude to the staff at CFP Board. Together, we’re making a lasting impact. Your passion, commitment and hard work enable us to continually push forward. Thank you.

Women are leading household financial decisions — and their influence continues to grow. According to CFP Board’s latest research, 69% of women consumers are their household’s primary investment decision-makers. And 56% say financial planners — not online tools or other resources — are best equipped to help them achieve their financial goals. How can financial planners better support women’s growing financial power? Learn more: https://lnkd.in/g9d-6fSm  #WomensHistoryMonth 

Advocating for financial planning on Capitol Hill! Shardéa Ages, CFP® from Atlanta joined CFP Board’s public policy team in a meeting with Sen. Raphael Warnock’s staff to discuss expanding tax incentives for financial advice. These incentives could help more Americans access the guidance they need to achieve financial security. Thanks to Sen. Warnock’s team for the engaging discussion! #FinancialPlanning #CFPpro #PublicPolicy  

CFP® professionals, stay informed about the latest developments in your profession! Join CFP Board’s leadership for the CFP® Certificant Connection Webinar on March 12 at 1 p.m. ET for key updates on CFP Board’s strategic initiatives, the value of CFP® certification and more. Don’t miss this opportunity to ask questions and engage with our leadership. Register now: https://lnkd.in/eBHkkQiV  

“I hear from some of my older clients who say, ‘I regret how I ended up here,’ but younger women are saying, ‘Tell me what I need to do and help me do this,’” says Board Chair Liz Miller, CFP®, CFA. Women are becoming more confident in their financial decisions. Liz Miller discusses the importance of early financial planning for women and how younger generations are taking charge of their financial futures. Read her insights in her interview with Lee Hafner in Employee Benefit News:  https://lnkd.in/eFczknKz  

Financial exploitation threatens the security of seniors and vulnerable adults. CFP Board is proud to support Idaho’s HB 323, which provides financial firms and law enforcement with tools to help prevent fraud. We recently testified before Idaho’s House Business Committee in favor of the bill, and it passed via voice vote. Read our full testimony: https://lnkd.in/eNg_uTKf  

CFP Board’s advocacy efforts help shape policies that protect the public and support the financial planning profession. In this video, Guneev Sharma, Senior Manager, Government Relations and Public Policy, discusses the top policy priorities CFP Board is focused on. Watch now! #PublicPolicy #TaxPolicy #FinancialPlanning #CFPpro