News & Updates
2025 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…
Read MoreTariffs, Economic Boom or Bust?
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…
Read MoreCFP Board Releases AI Guidance
CFP® Board Updates The CFP Board has released the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards to assist CFP® professionals in ethically integrating generative AI into their practices. The guide provides practical steps to address key concerns such as data privacy, accuracy, and bias, ensuring that AI enhances rather than compromises…
Read More5 Habits of Successful Examinees
CFP® Certificants in the News Successful people are simply those with successful habits -Brian Tracy Habits are either your friend or foe. Take eating habits for example. According to WebMD the Mediterranean Diet is notable for: “Reducing the risk for cardiovascular diseases, such as heart attack and stroke Supporting a healthy weight, Supporting healthy blood sugar,…
Read MoreCFP Board’s Study Shows Impact of CFP® Professionals on Financial Well-Being
CFP® Board Updates The CFP Board has released the first findings from its Financial Planning Longitudinal Study, a decade-long research initiative analyzing the financial well-being of American households. The study’s initial results reveal a significant advantage for individuals who work with CERTIFIED FINANCIAL PLANNER® (CFP®) professionals, showing they achieve better financial outcomes and greater personal…
Read MoreAI — A Financial Advisor’s Friend
Good to Know AI can be a competitive advantage for savvy financial advisors. While its potential applications for financial advisors are yet to be fully realized, here are just 6 strategies to consider. Contact more clients— AI can assist in making your client communications more frequent, targeted, and meaningful. For example, AI can manage client…
Read MoreCFP Board Announces Retirement of CEO
CFP® Board Updates The CFP Board has announced that Kevin R. Keller, CAE, will retire as Chief Executive Officer on April 30, 2026, after nearly two decades of leadership. During his tenure, Keller played a pivotal role in transforming the CFP Board and elevating the financial planning profession. To ensure a seamless transition, the Board…
Read MoreFree Money From Social Security For Public Sector Retirees
Good to Know Your client, or their parents, may be entitled to increased retirement benefits from Social Security as a result of The Social Security Fairness Act of 2025 (the Act). Specifically public service workers may have been penalized if they qualified for Social Security Retirement benefits and they worked in a private sector job.…
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