News & Updates
Planning 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.…
Read MoreDebt Reduction in 2025: Why It Matters for Financial Planners
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…
Read More2025 Tax Changes: What CFP® Professionals Need to Know About the TCJA Sunset
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…
Read MoreRecord Breaking March 2025 CFP Board Exam Results
CFP® Board Updates The CFP Board has announced the results of the March 2025 CFP® Certification Exam, which saw a record-breaking 3,854 candidates sit for the test during the March 18–25 window. This figure surpasses the March 2024 high of 3,683 exam-takers, signaling continued growth in the financial planning profession. The overall pass rate for…
Read MoreCFPs and the AI Revolution: Growing Interest, Slow Adoption — What You Need to Know
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…
Read More2025 Tax Law Proposals: A Call to Action for CFP® Professionals and Candidates
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…
Read MoreCFP Board Censures 5 Professionals
CFP® Board Updates Learning from the experiences of other CFP® professionals—especially those who have had their right to use the CFP® marks suspended or revoked—can be an incredibly valuable exercise for anyone in the profession. These real-world cases highlight how missteps in ethics, compliance, or client communication can have serious professional consequences. By studying these…
Read MoreCFP Board Launches New Women Initiative
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…
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