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CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro

Washington, D.C.
Joined October 2008
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@CFPBoard
CFP Board
1 month
Misinformation is widespread online, causing many Americans to make regrettable financial decisions. Check out CFP Board’s new research report, "Steering Clear of Financial Misinformation: A Survey of Americans," to see the impact and learn how #CFPpros can offer trusted
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@CFPBoard
CFP Board
2 days
When federal layoffs hit, CFP® professionals stepped up. Through webinars and pro bono services, CFP Board helped hundreds of workers make financial decisions under pressure. Read how #CFPpros across the country responded in @bethesda_today:
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@CFPBoard
CFP Board
2 days
Pro bono financial planning is gaining traction, and it is not just about giving back. It is helping firms attract top talent and strengthen culture. Learn why more CFP® professionals are prioritizing this work in @FAMagazine: @PowerProBono.
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@CFPBoard
CFP Board
2 days
With trillions set to shift to women, why does the financial advice industry still miss the mark? CFP Board Ambassador @CaryCarbonaro, CFP® shares why more women advisers are needed and how the profession can do better in @MarketWatch:
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@CFPBoard
CFP Board
3 days
The July CFP® exam window opens today. You’ve studied, practiced and put in the work. Now is the time to stay focused and believe in your preparation. One question at a time. You’ve got this. #CFPexam
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@CFPBoard
CFP Board
3 days
Reddit may be fun for memes, but it’s risky for money advice. CFP Board Ambassador Jamie Bosse, CFP® (@MoneyBossMom) explores which investing tips from Reddit are off base and which make sense in this @Bankrate article:
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@CFPBoard
CFP Board
4 days
Why are retirees underspending? New research in #FinancialPlanningReview by David Blanchett and Michael Finke says how we frame "income" shapes how retirees behave. Read more in @401kspecmag:.@Stephen_Horan.
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@CFPBoard
CFP Board
4 days
Contributing to an IRA is only step one. If you don’t invest the funds, you may be missing out on long-term growth. CFP Board Ambassador Jamie Clark, CFP® explains how to avoid this common pitfall in @Investopedia:
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@CFPBoard
CFP Board
5 days
Nearly 60% of Americans say misleading financial advice online has caused them to make regrettable decisions, CFP Board research shows. Teaching kids good money habits early is key to avoiding costly mistakes. Learn more in @Investopedia:
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@CFPBoard
CFP Board
5 days
Buy now, pay later is about to affect your credit score. CFP Board Ambassador @dougboneparth, CFP® says it could help some borrowers, but it may also increase the risk of taking on too much debt. Read more in @TheWeek:
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@CFPBoard
CFP Board
5 days
The value of financial planning goes beyond the balance sheet. Initial findings from our multiyear Financial Planning Longitudinal Study show that clients of CFP® professionals are more confident and experience better outcomes. Learn more:
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@CFPBoard
CFP Board
5 days
President Trump has signed the "One Big Beautiful Bill Act" into law. The package includes measures that are relevant to CFP® professionals, from 529 account changes to small business deductions. Learn more:
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@CFPBoard
CFP Board
6 days
Summer costs can sneak up quickly. CFP Board Ambassador @MoneyBossMom shares how planning ahead through a Sinking Fund helps make seasonal expenses more manageable. Enjoy summer without putting a strain on your budget. Learn more: #Summer #CFPpro.
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@CFPBoard
CFP Board
6 days
How do retirees actually fund their retirement lifestyle? In #FinancialPlanningReview, researchers find that lifetime income, rather than savings, is the main source of spending. Explore the new open access research: @Stephen_Horan
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@CFPBoard
CFP Board
9 days
CFP Board wishes everyone a happy and safe Independence Day! #4thofJuly
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@CFPBoard
CFP Board
10 days
CFP Board’s research sheds light on the challenges consumers face in today’s financial landscape. Our Managing Director of Research, Kevin Roth, explains the process and why fighting financial misinformation matters. Watch & read the report “Steering Clear of Financial
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@CFPBoard
CFP Board
10 days
No ID? No exam. The July CFP® exam is around the corner. Before test day, check out what to bring (and what to leave behind) in this video. #CFPexam #FutureCFPpro
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@CFPBoard
CFP Board
11 days
Can a short-term “spending fast” lead to better habits? CFP Board Ambassadors Jasmine Renae Ray, CFP®, and Gloria Garcia Cisneros, CFP® (@gloriasgarcia27) weigh in for the @nytimes on what works, what doesn’t & what to consider before trying “No Buy July.”
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@CFPBoard
CFP Board
11 days
CFP Board is proud to welcome a new group of CFP® professionals to the CFP Board Ambassador program. Meet the latest additions to this national network and view their full bios:
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@CFPBoard
CFP Board
11 days
Want insights straight from CFP Board leadership? Join Chair Liz Miller, CFP®, CFA®; 2025 Chair-Elect Terri Kallsen, CFP®; and CEO Kevin Keller, CAE for the Certificant Connections Webinar on July 9, 12–1 p.m. ET. Register now:
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@CFPBoard
CFP Board
11 days
The Senate passed the One Big Beautiful Bill Act by a 51-50 vote. The bill includes a key provision that would allow 529 plans to cover certification costs, including the CFP® certification. The bill now returns to the House for final consideration. Learn more:
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