News & Updates
CFP 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 MoreCFP Board Releases Latest Board Report Newsletter
CFP® Board Updates The CFP Board has released its latest CFP Board Report Newsletter, a valuable resource for staying connected to the pulse of the financial planning profession. This issue delivers timely updates and important insights that every CFP® professional—and those on the path to certification—should know. Highlights include: 🗣️ A message from the CEO,…
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…
Read MoreIntegrating Psychology into Financial Planning: Enhancing Client Relationships and Outcomes
Good to Know One of the most significant additions to the CFP® curriculum in recent years is the formal inclusion of the Psychology of Financial Planning as a core knowledge domain. This shift reflects a broader recognition that effective financial planning requires more than technical expertise — it demands insight into human behavior, communication, and…
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