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 55,367 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
-
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
-
Primary
1425 K St. NW
Suite 800
Washington, DC 20005, US
Employees at CFP Board
-
Dallas W. Coffman, CLU®, ChFC®, EA, CFP®
CERTIFIED FINANCIAL PLANNER™ | Enrolled Agent Focusing on Tax-Advantaged Retirement Investing
-
Lori Loker
Brand Marketer | Storyteller | Event Manager | Strategic Partnerships
-
Philip Herzberg, CFP®, CDFA®, CTFA, AEP®, MSF
Lead Financial Advisor at Team Hewins
-
Jean Marie Dillon, MA, CFP®, AFC®
Financial Educator and Planner | Accredited Financial Counselor | Doctoral Student | Award-Winning Editor & Nature Photographer | 2020 & 2022 Marine…
Updates
-
Are you a woman under 40 planning to take the November 2024 CFP® exam? Don’t miss out on The Peggy Ruhlin Wealth Is Women’s Work CFP® Exam Scholarship! Apply by July 17 to receive $625 toward your exam fee. Check your eligibility and apply today! https://lnkd.in/e6h2Mqwp #CFPexam #ScholarshipOpportunity #WomenInFinance #FinancialPlanning
-
All the best to everyone sitting for the 2024 July CFP® exam this week! Stay focused, trust your preparation and know that your future as a CFP® professional is within reach. You've got this! #CFPexam #FinancialPlanning #CFPpro
-
Join us for Experience Office Hours on July 25! Whether you're following the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway, we're here to help you navigate the experience requirement. Connect directly with Kia Reid, our Director of Experience, in a Zoom session from 1:00 - 2:00 p.m. ET and get your specific questions answered. Register today: https://lnkd.in/eAXg6WpQ
-
Financial planners at any career stage can enhance their understanding of clients’ financial decision-making and strengthen client-planner relationships. Explore effective counseling techniques and communication principles in “The Psychology of Financial Planning.” Get your copy here: https://lnkd.in/eeKHMaDB #FinancialPsychology #CFPpro
-
CFP Board wishes everyone a happy and safe Independence Day! #4thofJuly
-
Learn more about Simone Lee, CFP®, CRPC™: A working mother, first-generation American and now the 100,000th CFP® professional. Her story inspires future financial planners and highlights the value of CFP® certification. Watch Simone’s story here: https://lnkd.in/efAs5ijv #100kCFP #CFPpro
Simone Lee, CFP® is the 100,000th CERTIFIED FINANCIAL PLANNER(tm) professional in the U.S.
https://www.youtube.com/
-
Our research and practical experience show that fiduciary standards do not limit access to financial advice for moderate-income investors but instead enhance the quality and trustworthiness of the advice received. In response to lawsuits challenging the U.S. Department of Labor’s fiduciary rule, CFP Board has filed an amicus brief supporting the regulation. Learn more about our stance and the impact on retirement security in this 401(k) Specialist Magazine article by Brian Anderson: https://lnkd.in/ei2XvvnW #RetirementSecurity #Fiduciary #FinancialPlanning #CFPpro
FSI, SIFMA Join Suit Against Fiduciary Rule; CFP Board Supports
https://401kspecialistmag.com
-
Discover the answers you need about CFP® certification! Explore our Frequently Asked Questions to help guide you through every step of the process. Whether it's requirements or exam details, this FAQ resource has you covered: https://lnkd.in/ezmr8nE8 #CFPexam #CFPresource
Frequently Asked Questions About CFP® Certification
cfp.net
-
CFP Board invites you to the inaugural CFP Board Connections Conference, Sept. 29 - Oct. 1, at the Washington Hilton in Washington, DC! This groundbreaking event brings together the best components of our major annual events into one comprehensive conference, offering unmatched opportunities for networking, professional growth and CE credits. Don’t miss out — early registration rate ends July 22: https://lnkd.in/eJhwGJ3b #CFPConnections24 #CFPproDiversity #CEcredits #Conference Jo Ann Jenkins AARP Philipp Carlsson-Szlezak Dr. Frederik G. Pferdt Jannese T. Alison Fragale