In Spring 2025, CFP® professionals report their clients are 4x more likely to have a negative financial outlook than they were last year. View the data and what it means for the economy: cfp.net/industry-insig…

Jim Obergefell never planned to make history. But his fight for marriage equality transformed the legal and financial lives of millions. Hear his moving story at #CFPConnections25 in Chicago. 📅 Oct. 6-8 🔗 cfpboard.cventevents.com/event/49d327b7…

Raising kids brings financial challenges and rewards. CFP Board Ambassador Dan Forbes, CFP® shares practical insights on managing family finances in today’s economy. Watch his video for tips that could help your clients. marketwatch.com/story/can-a-ba…

Passed the CFP® exam but not yet certified? You’re almost there. Log in to track your next steps and finish your journey to certification. cfp.net/login

Believing myths about 401(k) plans may result in expensive errors. Rianka R. Dorsainvil, CFP® explains what to watch out for and how to protect your retirement savings. Watch now! #RetirementPlanning #CFPpro #FinancialEducation

Engagement letters set the foundation for strong client relationships. CFP Board’s Sample Engagement Letters make it easier for CFP® professionals to clearly communicate key terms in plain language. Access them here: cfp.net/ethics/complia…

#AI is transforming financial services. Stay ahead with CFP Board’s new Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards. Learn how to use AI responsibly while maintaining client trust. cfp.net/ethics/complia… #GenerativeAI #Ethics #CFPpro

How does financial advice change investment behavior? This open access study shows planners encourage stock investing among low-risk clients and diversification for high-risk clients. Read now: onlinelibrary.wiley.com/doi/full/10.10… #FinancialPlanningReview Stephen Horan, Ph.D., CFA, CIPM, CAIA

TikTok has plenty of financial advice, but it rarely fits all. 2025 Board Chair Liz Miller, CFP® says ask yourself if the advice fits your situation. If not, get expert guidance tailored for you from a #CFPpro. #MisinformationMonday #FinancialAdvice

Carrie Schwab-Pomerantz, CFP® brings decades of leadership in financial literacy and community impact to the 2025 CFP Board Connections Conference. Join us in Chicago, Oct. 6–8. Register: cfp.net/connections #CFPConnections25 #FinancialPlanning

At #ASAE25 in Los Angeles, CEO Kevin Keller (Kevin Keller) joined the AGI CEO Series to discuss executive performance, priorities and compensation. The session explored strategies for aligning assessment frameworks with organizational goals. #AssociationLeaders ASAE

Know what to expect before you walk into the November CFP® exam. Join us Sept. 5 from 1–2 p.m. ET for a live Q&A with the Examinations team. Register now: cfp.net/events/2025/09…

Have questions about CFP® certification experience requirements? Join CFP Board’s free, virtual Experience Office Hours this Thursday, Aug. 14, from 1–2 p.m. ET to connect with CFP Board staff. Register now: cfp.net/events/2025/08…

Want to use social media to boost your professional impact? Join us Sept. 19 to learn how to apply the Code and Standards online & fight harmful misinformation. 🔹 Earn 1 General CE credit 🔹$12.95 registration Register now: cfp.net/events/2025/09…

How is financial planning education evolving? Dr. Johel Brown-Grant, Director of Education at CFP Board, explored the topic with K-State University doctoral students, discussing research, credentialing and the profession’s future.

You did it. You're now a CFP® professional. Now let the world know! Using the CFP® marks correctly helps build your brand and reputation. Learn how: cfp.net/for-cfp-pros/m… #CFPpro

Considering a career change? Join the Sept. 9-11 CFP® Pro Career Studio to hear from women CFP® professionals who made the leap. Learn how you can, too. All are welcome, register now: events.zoom.us/ev/AprT4QkcVrC…