CFP Board’s Post

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  

The outward sign may be a new set of marks beside a name, but to obtain those marks is a massive undertaking representing YEARS of hard work and dedication—including rigorous educational requirements, a daunting exam, 6000+ hours of professional experience, and a commitment to adhere to high ethical and professional standards. That's why we couldn't be prouder or more excited for Brian W. on OFFICIALLY earning his CFP Board CERTIFIED FINANCIAL PLANNER™ (CFP®) certification! 🟡⚫️ Congratulations, Brian Wayne, CFP®! ⚫️🟡 #GottaBeaCFP #LetsMakeAPlan #CFPpro #FinancialPlanning

In Pursuit of Happiness, my primary objective in pursuing CFP (Certified Financial Planner). Success is enjoying the journey rather than reaching the destination. In the journey to be eligible for getting the CFP title, Harminder Garg, CFP my Coach has helped me lay the groundwork. The final 🧱 in the wall is yet to be put to make the building complete. As I prepare for the finals, my heart is filled with gratitude for Harminder ji who's constantly been there to guide, support and encourage in this arduous journey. #cfp #fpsb #iifc

Welcome, Lisa! Your excitement and drive toward a brighter future are contagious. We look forward to expanding programming to provide more value across the financial advice ecosystem for the benefit of the public, advisors and the financial planning profession. #financialplanning

A big congrats to Zane Keller, on passing the CFP exam on last week. Zane was part of one of my review groups and came in and worked his tail off for months building a great foundation. He learned his fundamentals, worked his flashcards diligently to recall all of his fundamentals, and then applied his concepts like an absolute pro. I'm so proud of you, Zane Keller! Welcome to the club. First Foundation Inc. #cfp #certifiedfinancialplanner #financialadvisor #financialconsultant #financialeducation #financialadvisors #financialplanning #financialadvisors

Check out this interview with Jordan Bradford, CFP®. Great information on what this certification means and how BWM continues to work hard to help our clients succeed! #CFP #wealthmanagement #financialplanning

The end is in sight! Excited that I completed the 7th and final class in the CFP program. Up next is a 4 day intensive review course, and then the big exam is scheduled for March 15th!! #CFP #BetterEveryDay #CrushYourGoals #LifelongLearning

Congratulations to our team member, Caroline Gayle, on earning her CFP® designation! We are so proud of the hard work and dedication that it took you to earn this designation, and we can't wait to see all the incredible ways you apply your new skills with our clients! #CFP #CertifiedFinancialPlanner #WealthManagement #FinancialPlanning #ComprehensivePlanning

I just spent the past couple of days in D.C. for the CFP Board Competency Standards Commission meeting. So great to see my fellow commission members and CFP Board staff in person again. We have been working hard to continue to raise the bar and to keep the CFP designation the Gold Standard in our profession. #LetsMakeAPlan #ItsGottaBeACFP #CFPBoardAmbassador #CFPCompetencyCommission #CERTIFIEDFINANCIALPLANNER #FinancialPlanning #CFPPro