News & Updates
Why Now Is the Time to Become a CFP® Professional: Job Growth, Salary Trends & Career Opportunity
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…
Read MoreRecord Growth: CFP® Certification Surpasses 100,000 Professionals in the U.S.
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…
Read MoreCFP Board Proposes Revisions to Competency Standards: What CFP® Professionals Need to Know
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…
Read MoreCFP Board Releases Latest Board Report Newsletter
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,…
Read MoreServing Women Clients: A $30 Trillion Opportunity for CFP® Professionals
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…
Read MoreThe Financial Planning Longitudinal Study: Demonstrating the Value of CFP® Professionals
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…
Read MoreIntegrating Psychology into Financial Planning: Enhancing Client Relationships and Outcomes
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…
Read MorePlanning in a Global Context: What CFP® Professionals Can Learn from the World Economic Forum 2025
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…
Read MoreBehavioral Finance and the CFP®: Understanding Client Psychology in Financial Planning
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…
Read MoreTechnology and the CFP®: Embracing AI and Digital Tools in Financial Planning
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.…
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