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 57,005 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®, 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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The CERTIFIED FINANCIAL PLANNER® mark now carries even greater weight with its official registration by the U.S. Patent and Trademark Office. This update isn’t just about a symbol — it’s about the strengthened legal standing that protects the reputation and value of the CFP® certification. As a CFP® professional, it’s crucial to use the updated registration in all your branding. Check out our guide to remain compliant and up –to date: https://lnkd.in/gzY56xcf
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The CFP Board Connections Conference is just around the corner, and we have an exciting preview video to share! Whether you're looking to network with industry leaders, earn CE credits or stay up to date on the latest trends, this event has it all. Watch the preview now and see what you can expect in Washington, DC! https://lnkd.in/g3WzBscK #CFPConnections24 #CEcredits #CFPpro #FinancialPlanning
CFP Board - Connections Conference 2024 Teaser
https://www.youtube.com/
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Heading to the CFP Board Connections Conference? Make sure to pre-order your conference merchandise! Our store is officially open for pre-orders, and you can pick up your items in-person at the event. Secure your gear before it sells out: https://lnkd.in/dGY47Bic #CFPConnections24
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Announcing the launch of the Goldman Scholars program, made possible by a generous $500,000 gift from Judy and Charles Goldman. This scholarship offers financial assistance to college juniors and seniors from underrepresented backgrounds who are pursuing CFP® certification. Learn more and apply today: https://lnkd.in/ed_A5cPD #CFPproDiversity #CFPpro #Scholarship
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Explore CFP Board’s diversity and women’s research! Our comprehensive reports highlight barriers to racial and gender diversity in financial planning and provide recommendations for improvement. Dive into the data and help shape a more inclusive profession: https://lnkd.in/eRpR-Ass #CFPproDiversity #CFPpro #FinancialPlanning
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On Women’s Equality Day, we’re proud to highlight CFP Board’s commitment to gender diversity through the Women’s Initiative (WIN). Since its inception, WIN has helped increase the number of women entering the financial planning profession, helping our workforce better reflect the communities we serve. Together, we can achieve even greater progress in the years ahead. https://lnkd.in/gRCWnnX6 #WomensEqualityDay #CFPPro #GenderEquality #CFPproDiversity
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Are you financially supporting your young adult children? CFP Board Ambassador Elaine King, MBA, CFP® offers valuable advice on easing them into independence without straining your own finances in this NerdWallet article by Kimberly Palmer: https://lnkd.in/eUymuRpv
When to Land the Financial Helicopter - NerdWallet
nerdwallet.com
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CD rates are shifting — are you prepared? CFP Board Ambassador Don Grant, CFP® discusses the importance of aligning your investments with your long-term goals. Learn how to navigate this financial decision effectively and make the most of your resources in this MarketWatch article by Alisa Wolfson: https://lnkd.in/ekR6tTfj #FinancialPlanning #CFPpro
‘I need financial help.’ I’m 52 with a $150K CD paying 5.02%, expiring soon. Now what?
marketwatch.com
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Transitioning from an Olympic career to one in financial planning wasn't easy for CFP Board Ambassador Lauryn Williams, CFP®. Driven by a strong desire to help others navigate their finances, she pursued the challenging path to becoming a CFP® professional. Read her inspiring story and the lessons she’s learned along the way in this CNBC article by Nicolas Vega: https://lnkd.in/eVr4bJbM
This Olympic gold medalist went from $200,000/year sponsorship to $12/hour internship: 'It was a perfect fit for me'
cnbc.com