CFP in the News

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…

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…

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…

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…

CFP® Board In The News The World Economic Forum (WEF) 2025 in Davos brought together global leaders to discuss emerging risks and opportunities shaping the world economy. For CFP® professionals, these high-level discussions might seem far removed from everyday client meetings—but the insights they offer are increasingly relevant to financial planning. As the financial lives…

CFP® Board In The News The success of a financial plan often hinges less on market returns and more on client behavior. While technical accuracy and investment discipline are essential, the ability to understand and anticipate human emotion and decision-making is becoming a critical skill for today’s financial planner. Behavioral finance—the study of how cognitive…

CFP® Board In The News Financial planning is undergoing a quiet revolution. Artificial intelligence, digital automation, and data-driven tools are no longer futuristic enhancements—they’re reshaping how planners deliver advice, manage client relationships, and run their practices. For CFP® professionals and students alike, embracing these technologies is quickly becoming essential to staying competitive, efficient, and client-centered.…

CFP® Board In The News According to new research from the CFP Board, Americans are heading into 2025 with one financial goal top of mind: reducing debt. In fact, 97% of U.S. adults have set financial resolutions for the year, and debt repayment is the clear frontrunner.¹ This trend isn’t just a consumer sentiment shift—it’s…

CFP® Board In The News As the end of 2025 approaches, key provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire, potentially reshaping the financial landscape for individuals and businesses alike. For Certified Financial Planner™ professionals—whether seasoned advisors or those preparing for certification—understanding these impending changes is crucial for effective client…

CFP® Board In The News The landscape of tax policy is once again shifting—and the implications for retirement and estate planning are profound. As CFP® professionals and those preparing for the designation, it’s our responsibility not only to stay ahead of these changes but to help our clients do the same. The CFP Board has issued…