Good to Know

Good to Know After several years of aggressive rate hikes, interest rates have now stabilized — but the future remains uncertain. With inflation cooling, market volatility persisting, and rate cuts likely on the horizon, CFP® professionals face a complex landscape when helping clients structure reliable retirement income strategies. The Current Landscape Based on the CFP…

Good to Know In September 2025, the CFP Board released new data reinforcing what many in the profession already know: CFP® professionals earn more, enjoy higher job satisfaction, and are more likely to be seen as trusted advisors compared to their non-certified peers. While the financial services industry continues to evolve — with AI tools,…

Good to Know While most headlines in financial planning focus on tax law changes or exam updates, one of the most quietly important developments this year was the CFP Board’s update to its Procedural Rules, which took effect on May 23, 2025. These rules govern how the Board reviews potential ethical violations and fitness issues…

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…

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…

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…

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…

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…

Good to Know Generative AI (Gen AI) is poised to revolutionize the financial planning profession — but despite the buzz, adoption among Certified Financial Planners™ (CFPs) remains surprisingly sluggish. Recent data from both the CFP Board and InvestmentNews shine a light on this paradox: high interest, low execution. The Numbers: Enthusiasm Outpaces Action According to a February…

Good to Know Consider radioactive fissionable material; it’s beneficial when used to generate electrical power in a reactor but has the potential to create mass extinction in a nuclear war. The author respectfully suggests that — similarly — tariffs can propel our economy to new heights or smother our economic growth. We’ll turn over both sides of…