Posts by Shawn Janes
CFP Board Reviews Competency Standards: What This Means for the Future of CFP® Certification
CFP® Board Updates In June 2025, the CFP Board opened a public comment period to gather feedback on proposed revisions to its Competency Standards — the foundational framework that defines what CFP® professionals must know and demonstrate to serve clients ethically and effectively. Although the August 5 comment deadline has now passed, this initiative marks…
Read MoreCFP Board Survey Reveals Financial Misinformation Crisis: Why CFP® Professionals Matter Now More Than Ever
CFP® Board Updates In June 2025, the CFP Board released results from its latest national survey titled: “Steering Clear of Financial Misinformation: A Survey of Americans.” The findings were striking — and a wake-up call for financial professionals everywhere. Key Findings from the CFP Board Survey 57% of Americans say they’ve made financial decisions they…
Read MoreCFP Board Appoints New Technology Leader: What It Means for the Future of Financial Planning
CFP® Board Updates On June 17, 2025, the CFP Board announced the appointment of Barry S. Gersten as its new Head Technology Officer — a strategic leadership role that signals where the profession is heading: deeper integration of technology, innovation, and digital enablement across all areas of CFP® education and certification. This appointment isn’t just…
Read MoreUnderstanding the CFP Board’s Practitioner Resource Guide: Applying Psychology in Financial Planning
Good to Know In recent years, the Psychology of Financial Planning has become an increasingly essential component of the financial planning profession. Recognizing this, the CFP Board introduced it as a core domain within the CFP® certification framework. To support professionals in this evolving area, they’ve also released the Practitioner Resource Guide, a practical supplement…
Read MoreNavigating Market Uncertainty: Insights from CFP Board’s Recent Webinar
CFP® Board In The News In times of volatility, financial planners are often the first call — and sometimes, the last line of calm. That’s why the CFP Board’s recent webinar, “The Power of a Plan: Navigating Market Uncertainty With Confidence,” couldn’t be more timely. The event brought together industry voices to reinforce one powerful…
Read MoreWhy Now Is the Time to Become a CFP® Professional: Job Growth, Salary Trends & Career Opportunity
Good to Know If you’re a financial professional seeking to elevate your career—or someone considering a transition into the financial services industry—there’s no better time to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The job market is expanding, salaries are rising, and the demand for trusted financial guidance has never been higher. Strong Job Growth…
Read MoreRecord Growth: CFP® Certification Surpasses 100,000 Professionals in the U.S.
CFP® Board Updates In a major milestone for the profession, the CFP Board recently announced that the number of CFP® professionals in the United States has officially surpassed 100,000. This landmark figure reflects not only the growing public demand for trustworthy financial advice but also the increasing recognition of the CFP® designation as the gold…
Read MoreCFP Board Proposes Revisions to Competency Standards: What CFP® Professionals Need to Know
CFP® Board Updates The CFP Board recently announced proposed revisions to its Competency Standards, a move that signals an evolution in how financial planning proficiency is defined, maintained, and demonstrated by CFP® professionals. While the standards have long supported the integrity of the designation, these updates aim to align certification more closely with real-world client…
Read MoreServing Women Clients: A $30 Trillion Opportunity for CFP® Professionals
Good to Know As the financial planning profession continues to evolve, one opportunity is coming into sharper focus: the need for more intentional, strategic planning for women clients. With an estimated $30 trillion in assets projected to shift into the hands of American women by the end of the decade, financial planners who neglect to…
Read MoreThe Financial Planning Longitudinal Study: Demonstrating the Value of CFP® Professionals
CFP® Board Updates In a profession driven by trust, data matters. For years, CFP® professionals have asserted that their training, ethical standards, and comprehensive approach deliver superior value to clients. Now, new evidence from the CFP Board’s Financial Planning Longitudinal Study provides compelling support for that claim. This multi-year research project tracked the financial behaviors…
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