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 58,400 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
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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
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Primary
1425 K St. NW
Suite 800
Washington, DC 20005, US
Employees at CFP Board
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Dallas W. Coffman, CLU®, ChFC®, EA, CFP®
CERTIFIED FINANCIAL PLANNER® | Enrolled Agent Focusing on Tax-Advantaged Retirement Investing
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Lori Loker
Brand Marketer | Storyteller | Event Manager | Strategic Partnerships
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Philip Herzberg, CFP®, CDFA®, CTFA, AEP®, MSF
Lead Financial Advisor at Team Hewins
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Cary Carbonaro, CFP® Professional, MBA
Award Winning Financial Advisor, Women and Wealth Expert, CFP Board Ambassador, 6x Investopedia Top 100 Advisor, Author, Speaker & Female Advocate
Updates
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"Many different business models exist in today's evolving financial services ecosystem ... This affords individuals the opportunity to work with a CFP® professional in a business model that meets their personal needs,” explains Account Director of Corporate Relations Michael Donnelly CFP®. Find out the pros and cons of fee-only advisors and determine what works best for you in this U.S. News & World Report article by Kate Stalter: https://lnkd.in/euNqEZzu #CFPpro
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How should individuals in their 60s approach significant credit card debt? CFP Board Ambassador Autumn Knutson, CFP® explores the best ways to alleviate debt using investments and home equity in this MarketWatch article by Aarthi S.: https://lnkd.in/gg34ZydE
I’ve got $85,000 in debt. Do I use my home equity or investments to pay it off?
marketwatch.com
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Political views significantly influence how individuals perceive their wealth. Our recent survey, “Americans’ Financial Outlook and the 2024 Election,” revealed that over 60% of respondents are postponing major financial decisions until after the election. This underscores the importance of understanding clients' sentiments during uncertain times. Read more in Kenneth Corbin's article in Barron's Advisor: https://lnkd.in/eyXAkcSd #2024Elections
Why 66% of Millionaires Say They Don’t Feel Wealthy
barrons.com
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During Hispanic Heritage Month, it's vital for financial professionals to reflect on how we can better serve our Hispanic clients. CFP Board Ambassador Anna N'Jie-Konte, MBA, CFP® emphasizes the need for culturally sensitive financial planning. Understanding clients' unique needs and values can lead to more meaningful financial conversations. Explore her insights: https://lnkd.in/eqaj-wQF #CFPpro #FinancialPlanning #HispanicHeritageMonth #HHM #CFPproDiversity
Bridging Generations: Financial Planning for Hispanic Families
letsmakeaplan.org
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Are you considering a career change and looking to start your professional future as a financial planner? The CFP® Pro Career Studio on October 15, 16 & 17 is your first step. Get experience and guidance from CFP® professional career changers during this live, three-part virtual event led by Laura Davis, CFP® and Stephen Maggard, CFP®, EA. Register for free now: https://lnkd.in/eQNVkXhd #CFPproDiversity
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SCHOLARSHIP ANNOUNCEMENT! Schwab Advisor Services in partnership with the Charles Schwab Foundation have generously donated $150,000 to CFP Board’s WIN Endowed Scholarship. This contribution brings total funding to $500,000, allowing us to make the first scholarship awards to women pursuing CFP® certification. Learn more: https://lnkd.in/egvsbnHz #CFPproDiversity #FutureCFPpro #CFPpro
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Today is #WorldFinancialPlanningDay, a day to recognize the vital role financial planners play in helping people achieve financial security. Watch CFP Board CEO Kevin R. Keller, CAE in Financial Planning Standards Board Ltd. (FPSB)’s new video, highlighting how CFP® professionals are making an impact on a global scale.
Today is World Financial Planning Day! How can financial planning help you? Learn how financial planning can help you be more satisfied with your financial situation and how it may even positively impact your mental health and family life. Visit worldfpday.org to learn more about the power of financial planning and activities taking place to help you increase your financial knowledge and skills. #WFPD2024 #IOSCOWIW2024 #CFP #financialplanning
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Did you know that only 8% of people achieve their financial goals? This #WorldFinancialPlanningDay, let’s change that. CFP Board Ambassador Elaine King, MBA, CFP® shares five reasons why working with a CFP® professional can help you achieve your financial goals more quickly: https://lnkd.in/eJU8JncT #CFPpro #FinancialPlanning #LetsMakeAPlan
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The 401(k) rollover dilemma: For some, converting to an IRA is a smart move, while for others, sticking with their 401(k) might be the better choice. CFP Board Ambassador Kurt W. Whitesell, CFP® explains how to guide clients through this decision in Ben Mattlin’s article in Financial Advisor Magazine: https://lnkd.in/e7s7G_km #Retirment #CFPpro #FinancialPlanning
How To Analyze Rollover Options At Retirement
fa-mag.com