News & Updates
Behavioral Finance and the Retirement Planning Gap: How CFP® Professionals Can Lead the Way
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…
Read MoreCFP Board Reviews Competency Standards: What This Means for the Future of CFP® Certification
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…
Read MoreCFP Board Survey Reveals Financial Misinformation Crisis: Why CFP® Professionals Matter Now More Than Ever
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…
Read MoreCFP Board Appoints New Technology Leader: What It Means for the Future of Financial Planning
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…
Read MoreUnderstanding the CFP Board’s Practitioner Resource Guide: Applying Psychology in Financial Planning
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…
Read MoreNavigating Market Uncertainty: Insights from CFP Board’s Recent Webinar
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…
Read MoreWhy 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 More