CFP Board announces second-generation CFP® professional Simone Lee, CFP® as the 100,000th CFP® certificant! Read about this historic milestone and watch the inspirational video of how Simone followed the lead of her mother, Judith Lee, CFP®, CRPC®, SE-AWMA™ to become a CFP® certificant (video link in news release): https://bit.ly/4bCbi67 Merrill Lynch #100kCFP #CFPpro
CFP Board
Non-profit Organizations
Washington, DC 55,905 followers
CFP Board of Standards & CFP Board Center for Financial Planning — CONFIDENCE TODAY, SECURITY TOMORROW.
About us
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. Learn more at http://www.CFP.net. Join CFP Board's LinkedIn group at: http://www.linkedin.com/groups?=&gid=3020476
- Website
-
http://www.CFP.net
External link for CFP Board
- Industry
- Non-profit Organizations
- Company size
- 51-200 employees
- Headquarters
- Washington, DC
- Type
- Nonprofit
- Founded
- 1985
- Specialties
- CFP Board, financial planning, retirement planning, personal finance, financial advice, financial advisor, financial adviser, financial analyst, financial consultant, professional certification, CFP Board Center for Financial Planning, and CFP Board of Standards
Locations
-
Primary
1425 K St. NW
Suite 800
Washington, DC 20005, US
Employees at CFP Board
-
Dallas W. Coffman, CLU®, ChFC®, EA, CFP®
CERTIFIED FINANCIAL PLANNER™ | Enrolled Agent Focusing on Tax-Advantaged Retirement Investing
-
Lori Loker
Brand Marketer | Storyteller | Event Manager | Strategic Partnerships
-
Philip Herzberg, CFP®, CDFA®, CTFA, AEP®, MSF
Lead Financial Advisor at Team Hewins
-
Jean Marie Dillon, MA, CFP®, AFC®
Financial Educator and Planner | Accredited Financial Counselor | Doctoral Student | Award-Winning Editor & Nature Photographer | 2020 & 2022 Marine…
Updates
-
In a recent article, CEO Kevin R. Keller, CAE highlights how using employee benefits can enhance financial self-care. Keller notes, “Contributing money to an employer-sponsored retirement plan like a 401(k); funding tax-advantaged flexible spending accounts for health care and child care expenses; and signing up for any other employee benefits like disability and life insurance can also contribute to your overall financial self-care.” Explore more financial self-care tips in Kimberly Palmer’s NerdWallet article: https://lnkd.in/gizy8mcf #FinancialPlanning
-
Couldn't make it to our latest event? Don't worry! Catch up on our past seminars and webinars from CFP Board’s YouTube channel. Stay updated and informed at your convenience. Watch now! https://lnkd.in/eVg4Pp8f
-
-
Congratulations to the most recent recipients of the College for Financial Planning — A Kaplan Company Scholarship for CFP® Exam Prep! This scholarship is building and diversifying the ranks of the financial planning profession by covering the full cost of the College’s Premium CFP® Exam Prep Review for scholarship recipients. See the recipients here: http://bit.ly/46BsjLI #CFPproDiversity Daniel Gernazian, Sarah Glass, Gyles Laney, CFP®, AAMS™
Our Scholarship Awardees
cfp.net
-
Olympians and CFP® professionals share a commitment to excellence. Both require strategic planning, discipline and a winning mindset. If you're ready to join the ranks of those who strive for greatness, consider becoming a CFP® professional. Good luck, Team USA at the Olympics! #ParisOlympics #CFPpro #FinancialPlanning
-
-
🥁 We’re beating the drum with excitement! Our "It's Gotta Be A CFP®" public awareness campaign won Silver in the Advertising category at The Drum Awards for Marketing Americas 2024! These awards recognize the most effective marketing campaigns, focusing on outcomes. Huge thanks to BUNTIN for their incredible work and collaboration. Check out our award-winning campaign here: https://lnkd.in/gYUzit4z #CFPpro #ItsGottaBeACFP
-
-
Congratulations to the inaugural recipients of The Peggy Ruhlin Wealth is Women’s Work CFP® Exam Scholarship! This new scholarship provides financial assistance to CFP® exam takers who are women under the age of 40. See the recipients here and below: http://bit.ly/46BsjLI Hailee OKeefe-MacDonald, Danielle Eime, Ruby Buckwalter, Rikki Daugherty, CPA, Elizabeth Cervantes, Angelina Hansen, Claire Gracie, Angela Wingfield, Annie Smith, Yajaira Litwinski, Kedisha Fleming, Natasha Overstreet
-
-
Summer is the perfect time to reach out to your clients for a financial check-in! Encourage them to schedule a mid-year review. This check-in allows you to assess their progress, adjust their plans, and ensure they're on track to meet their financial goals. Be proactive and help them stay ahead! https://lnkd.in/ewWB-ApS #FinancialPlanning #MidYearCheckIn #MidYearReview #CFPpro
Why You Should Have a Mid year Check-in With Your CFP Professional
letsmakeaplan.org
-
The Call for Papers for CFP Board Connections Conference is open! We invite you to contribute your research papers by July 31. Join us in advancing the financial planning profession’s body of knowledge. Share your work here: https://lnkd.in/g8h3hmyJ #CFPConnections24 #CFPpro #Research
-
-
Congratulations to the recipients of the Financial Alliance for Racial Equity CFP® Certification Diversity Scholarship! This scholarship supports the development of diverse CFP® professionals by offering financial aid to Black or African American individuals pursuing CFP® certification. The Financial Alliance for Racial Equity (FARE) is a collaborative effort between financial services firms, historically black colleges and universities, and industry partners to promote equity and inclusion in the financial services industry. See the scholarship recipients here: http://bit.ly/46BsjLI #CFPproDiversity #CFPpro Drew Friesen, Julian Kasmai, Brianne Kilpatrick, MNA, CAP®, Patrick Jackson, MBA
-