News & Updates
SEC’s Updated Fiduciary Standards: How CFP® Professionals Can Stay Ahead
CFP® Board In The News In July 2025, the Securities and Exchange Commission (SEC) released updated guidance related to Regulation Best Interest (Reg BI) and fiduciary standards. These updates are part of an ongoing effort to clarify the expectations for financial professionals when providing investment advice and brokerage services to retail investors. While these rules…
Read MoreWhat CFP® Professionals Need to Know About the One Big Beautiful Bill: Opportunities and Risks
CFP® Board In The News The recently passed One Big Beautiful Bill (OBBBA) is making headlines, not just for its sweeping tax code changes, but for the long-term planning ripple effects it introduces. While the CFP Board has rightly spotlighted the bill’s implications for 529 plans, standard deductions, and SALT caps, this legislation extends far…
Read MoreCFP Board Breaks Down the One Big Beautiful Bill: Key Planning Provisions CFP® Pros Should Know
CFP® Board Updates On July 7, 2025, the CFP Board issued a comprehensive summary of the tax provisions included in the recently passed One Big Beautiful Bill (OBBBA) — a landmark piece of legislation that makes sweeping changes to the federal tax code. This legislation, originally proposed as the Tax Simplification and Prosperity Act of…
Read MoreThe Career and Salary Outlook for CFP® Professionals in 2025 and Beyond
Good to Know If you’ve ever considered becoming a Certified Financial Planner™, now is the time to act. Demand for financial advisors is rising, consumer expectations are evolving, and the CFP® designation is more than just a certification — it’s a competitive advantage. In a field increasingly shaped by trust, regulation, and specialization, CFP® professionals…
Read MoreBehavioral Finance and the Retirement Planning Gap: How CFP® Professionals Can Lead the Way
CFP® Board In The News According to a July 2025 feature shared by the CFP Board, Americans are facing a growing retirement planning gap — and it’s not just about money. It’s about mindset. While many individuals have access to retirement accounts, data shows that confidence, consistency, and emotional decision-making often derail even the most…
Read MoreCFP 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…
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