CFP Board Updates

CFP® Board Updates As financial professionals begin navigating the wide-ranging implications of the One Big Beautiful Bill Act (OBBBA), the CFP Board is stepping in with critical support. In an August announcement, the Board previewed the launch of two key resources: a peer-reviewed planning guide and a live webinar series aimed at helping CFP® professionals…

CFP® Board Updates In September 2025, the CFP Board published its official list of six public policy priorities, outlining the organization’s advocacy agenda for the years ahead. These priorities serve as a guide for how the CFP Board plans to influence regulation, legislation, and public perception of the financial planning profession. For CFP® professionals and…

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…

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…

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…

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…

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…

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…

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,…

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…