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CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro
Washington, D.C.
Joined October 2008
The July 2025 CFP® Certification Exam saw record participation for July: 3,214 candidates, 64% pass rate. Most were under 40, showing a bright future for the profession. Congratulations to the successful candidates! Learn more: https://t.co/7ctS028wCN
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Thinking about a career change into financial planning? The CFP Pro Career Studio gives you a close look at the work and guidance from real career changers. Three live sessions start Nov. 18. Register today:
events.zoom.us
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Millennials are redefining financial habits, from rethinking loyalty to banks to being more open about money. CFP Board Ambassadors @CristianMundy, CFP®, Otto Rivera, CFP® and Spencer Betts, CFP®, along with CFP Board Director Rita Cheng, CFP® share insights in @GoBankingRates:
gobankingrates.com
Millennials flip the script on old school money habits.
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Get the latest tools, resources and practical insights for your financial planning practice delivered straight to your inbox for free. Subscribe to CFP Board’s monthly Knowledge for Practice newsletter. Next send is today, Nov. 13: https://t.co/cwwZm6rgE7
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A divorce can bring major financial changes. CFP Board Ambassador @CaryCarbonaro, CFP® shares with @WSJ Buy Side how advisors help clients manage taxes, assets and long-term planning. Read the article here:
wsj.com
Learn how a divorce financial advisor helps with negotiating asset division, budgeting, tax strategies and rebuilding finances.
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From client meetings to life-changing moments, see what it’s like to walk in a CFP® professional’s shoes. Join our live panel tomorrow, Nov. 13, 1-2 p.m. ET, and ask your questions during Q&A. Register here: https://t.co/pOnuk1m7jr
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This #VeteransDay, we honor those who have served and sacrificed for our country. Veterans, a CFP® professional can help you build a financial plan that supports your goals today and for the future. #FinancialPlanning #CFPPro #FinancialSecurity
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Many retirees turn hobbies into income, but that can create tax complications. CFP Board Ambassador Cary Carbonaro, CFP® (@CaryCarbonaro) explains what to know before taking the leap in @Kiplinger:
kiplinger.com
Earn extra cash from a retirement hobby or passion project. Here's what to consider before making a commitment.
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Stay on track toward CFP® certification! Use the CFP Board Dashboard to track your progress in real-time. Know exactly where you are with all 4 #CFPcertification requirements and your next steps. Create your free account now: https://t.co/Eiqq52oFzj
#FutureCFPpro
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How are #CFPpros using AI? CFP Board Ambassadors @newmoneyproblem; @CristianMundy; Otto Rivera, CFP®; Laura LaTourette, CFP®; and Don Grant, CFP® share how #AI supports rather than replaces the human side of financial planning. Read more in @MarketWatch:
marketwatch.com
From streamlining operations to notetaking, these seven money pros share the ways they make use of AI
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OBBBA brings sweeping changes. CFP Board’s new Key Elements: “One Big Beautiful Bill Act” guide helps CFP® professionals and candidates understand OBBBA’s impact on financial planning. Download now:
cfp.net
CFP Board has released a resource to help CFP® professionals, CFP® exam candidates and others, understand the changes in OBBBA that affect financial planning.
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Ever wondered what a CFP® professional does every day? Join our live panel Nov. 13 at 1 p.m. ET for A Day in the Life of a CFP® Professional. Live Q&A included. Register today: https://t.co/pOnuk1lztT
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Beyond compensation: CFP® professionals report high job satisfaction, strong retention and the chance to positively impact clients. See why financial planning is a rewarding career: https://t.co/HpgjG2scAU #FinancialPlanning #CFPpro #NationalFinancialPlanningMonth
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Celebrate Long-Term Care Awareness Month by guiding clients on care planning. Proactive planning provides confidence and peace of mind. Explore resources to help clients plan today at https://t.co/u1xMy8q4EV
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Join CFP Board’s Divorce and Beyond webinar on Nov. 6 at 2:30 p.m. ET. Learn to manage marital conflicts of interest, including divorce. Earn 1 general CE credit. Register today: https://t.co/aLcHSf9o0l
#CFPpro #Marriage #Divorce
cfp.net
On November 6, join our webinar to explore the complexities and ethical considerations of managing marital conflicts of interest, including divorce. Don't miss this opportunity to enhance your skills...
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Don’t miss the CFP® Certificant Connection Webinar on Nov. 12. Hear from CFP Board leadership on trends, resources and initiatives shaping financial planning. Register today: https://t.co/tQtA2WCruz
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A #FinancialPlanningReview study finds that gamification can boost financial behaviors but may partly substitute for traditional planning. Read more: https://t.co/rSlpo3N2r4 #BehavioralFinance @Stephen_Horan
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As clocks fall back, take time to reflect on how you use your most valuable resource: time. A small reset now can make the season ahead more productive.
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