CFP in the News

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…

CFP® Board In The News The CFP Board has unveiled Accelerate & WIN, a powerful new initiative designed to fast-track the growth, leadership, and impact of women in the financial planning profession. Despite making up only 24% of CFP® professionals, women bring essential perspectives and strengths to a field that increasingly values diversity, flexibility, and…

CFP® Certificants in the News Successful people are simply those with successful habits  -Brian Tracy Habits are either your friend or foe. Take eating habits for example. According to WebMD the Mediterranean Diet is notable for: “Reducing the risk for cardiovascular diseases, such as heart attack and stroke Supporting a healthy weight, Supporting healthy blood sugar,…

CFP® Certificants in the News “I have seen the enemy and he is us.” This unlikely exam-taking advice comes to us courtesy of the late Walter Kelly, satirical cartoonist extraordinaire and creator of the wildly popular character of Pogo. Respectfully, the author has taken the liberty to slightly modify Mr. Kelly’s sentiment with “I have…

CFP® Certificants in the News Just in case you missed these announcements, be aware that the CFP Board recently announced two significant developments. The Clock is Ticking: Comment Period Ending — Proposed Revisions to Competency Standards On December 17, 2024, the CFP Board’s Board of Directors sought public comment on proposed changes to the Competency…

CFP® Certificants in the News The new year is upon us and while January resolutions are common, the author encourages you to take a deep strategic look at your financial career, especially if you’ve yet to gain CFP® certification. This designation is one of the most recognized and respected credentials in the financial planning space;…

CFP® Certificants in the News The author is frequently asked how a newly-minted CFP® Certificant finds their first financial planning job. One resource not to be overlooked is the CFP Board’s Guide to Careers in Financial Planning which “provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers. Developed by the…