CFP Board Media Relations
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CFP Board Media Relations. Retweets, mentions, etc., do not equal endorsements.
ID: 159553878
http://CFP.net 25-06-2010 18:12:09
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“Being a financial planner allows you to build the work-life balance that you want.” -Rianka Dorsainvil, CFP® (Rianka R. Dorsainvil, CFP®). See why Rianka choose to become a CFP® professional. youtu.be/dIc71o5kSeo For additional CFP® professional stories, visit bit.ly/3bzI1v3 #CFPPro
The Center for Financial Planning and Dalton Education have launched the CFP® Exam Review Course Scholarship, that will cover the full cost of the Dalton Review CFP® exam review course for candidates seeking CFP® certification. Learn more: bit.ly/2NUMIYO #Center4FP
CFP Board's Brand Ambassador of the week is LeTian Dong, CFP® (Letian Dong, CFP). LeTian is passionate about mentoring young professionals & changing how clients think about retirement planning. We are proud to recognize our dedicated Brand Ambassadors. #LetsMakeAPlan #CFPPro
Are you seeking an MBA or MS degree in Financial Planning? Apply for one of the scholarships offered by California Lutheran University (Cal Lutheran) and the Center for Financial Planning. Application deadline is March 31: bit.ly/3jYNf6S #Center4FP
The CFP Board has added the psychology of planning to its principal knowledge topics for CE credits immediately and on certification exams starting in March 2022. W/ insights from psychologist Sarah Stanley Fallaw of behavioral assessment firm DataPoints financial-planning.com/news/cfp-board…
CFP Board CEO Kevin R. Keller, CAE and D.A. Abrams, Managing Director of the CFP Board Center for Financial Planning discuss the efforts the Center has made to increase the number of women and CFP® professionals of color in this ThinkAdvisor article. bit.ly/3b48bXE
A new study from Aite Group (now Aite-Novarica Group) demonstrates the need for more female CFP® professionals, by showcasing the strengths and distinctive characteristics female CFP® certificants bring to the financial planning profession. Read key findings here: bit.ly/2SJRlXE #CFPPro
Should you get a financial advisor? CFP Board Ambassador Luis Rosa, CFP® (Luis F. Rosa, CFP®EA) shares how a financial planner can help minimize taxes, among other services. Find out more benefits of working with a financial planner in this U.S. News Money article: bit.ly/2QQLrQf
CFP Board Center for Financial Planning has published a new report outlining #DEI best practices for retention in the #financialplanning profession, with case studies from Abacus Wealth Partners, Charles Schwab Corp and Edward Jones. Read more. #CFPproDiversity cfp.net/the-center-for…