News & Updates
Serving 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.…
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…
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