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 55,786 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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Jean Marie Dillon, MA, CFP®, AFC®
Financial Educator and Planner | Accredited Financial Counselor | Doctoral Student | Award-Winning Editor & Nature Photographer | 2020 & 2022 Marine…
Updates
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Do you have questions about Experience requirement for CFP® certification? Tomorrow, July 25 from 1:00 - 2:00 p.m. ET, we are hosting Experience Office Hours with Kia Reid, our Director of Experience. This is your opportunity to drop into our Zoom room and get answers to all your experience-related questions. Register today and get ready to take the next step in your journey to CFP® certification! https://lnkd.in/eAXg6WpQ #CFPexam #CFPpro #Experience
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Congratulations to the 2024 winners of the Abacus Wealth Partners Scholarship for Increased Diversity in Financial Planning! This scholarship provides financial assistance to students pursuing CFP® certification who are from populations underrepresented in the profession and have a financial need. See the winners here: http://bit.ly/46BsjLI #CFPproDiversity #CFPpro Alexis Faucette, Anna Cruz, MBA, Mary Maisiri, Ulysses Michael Allen
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You've worked hard to earn your CFP® certification, and now it's time to let the world know! Use our marketing materials to grow your business and show clients what you can do for them. The "Market Yourself" bundle includes everything you need to share your credential with prospective clients and put their minds at ease. Buy now and start promoting your CFP® certification: https://lnkd.in/eMkUVH7U #CFPpro
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Explore the future of financial planning with Michael Kitces, CFP® at the CFP Board Connections Conference! His session will delve into innovative strategies and best practices to advance your career in financial planning. Early registration rates available—secure your spot now: CFP.net/conference #CFPConnections24 #CFPpro #FinancialPlanning
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Congratulations to the most recent recipients of the Dalton Education Scholarship! Dalton Education is advancing the financial planning profession by helping qualified career changers and new financial planning professionals obtain CFP® certification. This scholarship covers the full cost of the CFP® Exam Review course provided by Dalton Education. See the recipients here: http://bit.ly/46BsjLI #CFPproDiversity #CFPpro Imani Change, Frances S., Elyssa Selvidge, Lindsey Shinners, CFP®
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“It’s Gotta Be A CFP®” public awareness campaign is recognized with a Power of Associations Silver Award by ASAE: The Center for Association Leadership. https://lnkd.in/e3Mja3H4 #powerofassociations #ASAEsummitawards The Power of Associations BUNTIN
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CFP Board Chair Matthew B. Boersen, CFP®, CFA addressed the Senate HELP Committee on the U.S. Department of Labor’s Retirement Security Rule. His remarks included valuable insights into CFP Board’s fiduciary standards, the wide range of backgrounds our certificants represent and feedback from recent surveys. #CFPBoard #RetirementPlanning #FinancialAdvice
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Attention CFP® Professionals: Unlock the opportunity to earn 15 continuing education (CE) credits in just 3 days at #CFP Board Connections Conference. By attending, you'll be eligible to complete half of your required CE credits while engaging with leading experts and gaining valuable insights. Secure your spot today and advance your professional development: CFP.net/conference #CFPConnections24 #CECredits #CFPpro
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“I look forward to leveraging my 30 years of experience in C-suite and entrepreneurial roles to increase the number of competent and ethical financial planners, uphold CFP® certification as the recognized standard and advance the financial planning profession to better serve the public,” said 2025 Chair-Elect Terri Kallsen CFP ®. New more about our new Board Chair-elect in this InvestmentNews article by Leo Almazora: https://lnkd.in/ehrzwCmN
CFP Board taps Rise's Terri Kallsen as chair-elect for 2025 - InvestmentNews
https://www.investmentnews.com