CFP Board

CFP Board

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@cfpboard

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPPro

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Recent posts

The Connections Conference 2026 agenda is now live! Explore the latest sessions and start planning your experience for Oct. 5-7 in Las Vegas. We're adding more speakers, sessions and updates in the weeks ahead, so check back often. Register by July 25 to save $200. #CFPConnections26 #FinancialPlanning #CFPpro #FutureCFPpro #CEcredit 15 Jul 2026 Unusual spending. Abrupt changes in a will or beneficiary designations. Struggling to keep track of basic household finances. The signs of diminished capacity often show up first in a person’s financial life, which puts CFP® professionals in a position to demonstrate extraordinary value for clients at every stage of life. Failing to prepare for diminished capacity can leave clients more vulnerable to financial mistakes, exploitation and asset depletion. CFP Board’s new Guide to Planning for and Managing Diminished Financial Capacity in Clients provides CFP® professionals with practical guidance on preparing for and navigating these situations with sensitivity and confidence. #FinancialPlanning #DiminishedCapacity #CFPpro 10 Nov 2026 Please join us in welcoming the following five new members to the CFP Board Ambassador program: 🔹 Edward Coambs, CFP® 🔹 Joyce Franklin CPA, CFP® 🔹 Louis Guajardo, CFP® 🔹 Amy King, CFP® 🔹 Shehara Wooten, CFP® 09 Nov 2026 You never know what might happen at our Connections Conferences. Just ask our social media manager after a few mind-blowing tricks from @theronschaub. Ready for your own unforgettable moments? Registration is open for #CFPConnections27 in Orlando! #CFPpro #FinancialPlanning #Mentalist #BehavioralFinance 05 Nov 2026 CFP Board was pleased to welcome U.S. Department of Labor Chief Financial Officer David B. Castillo, CFP®, to our offices today. During his visit, Castillo met with CEO K. Dane Snowden, Erin Koeppel and Guneev Sharma, and enjoyed a tour of our offices. 03 Nov 2026 Financial optimism is fading. Just 52% of CFP® professionals report a positive financial outlook, down from 61% last quarter. Explore the latest findings from CFP Board’s Fall 2026 CFP® Professionals Sentiment Indices. #FinancialPlanning #CFPpro #FinancialOutlook #FinancialResearch 03 Nov 2026 Las Vegas brought the financial planning community together for #CFPConnections26! 🎥 Relive the moments, connections and insights from #CFPConnections26, then join us in Orlando in 2027. Early registration rates are now available! Register today! #CFPConnections27 02 Nov 2026 That urgent call from your bank might not be what it seems. #AI-powered scams can sound convincing and pressure you to act before you think. #CFPpro @Rianka_D of @ygcwealth shares what to watch for and how to protect yourself. Watch the video and share it with someone you care about. #FinancialPlanning #AIscams #FraudPrevention #FinancialSecurity #CFPpro #NationalFinancialPlanningMonth 30 Oct 2026 Financial stress and fraud are real-life frights. This Halloween, discover the money challenges haunting Americans and how CFP® professionals help clients face them with greater confidence and peace of mind. Have a spooktacular #Halloween. 🎃 #FinancialPlanning #CFPpro #FinancialPlanningMonth 30 Oct 2026 The wait is over! The November CFP® exam window is officially open. You’ve put in the work and prepared for this moment. Stay focused, trust your preparation and show what you know. You’ve got this! #FutureCFPpro #CFPexam 29 Oct 2026 #FinancialPlanningReview is growing, with 250+ manuscript submissions annually, 300,000+ article downloads and a B ranking on the 2026 ABDC Journal Quality List. Help guide its next chapter as a Co-Editor. Apply or nominate a colleague by Nov. 30. Contact [email protected] #FinancialPlanningReview #FinancialResearch 28 Oct 2026 CFP Board is proud to celebrate the introduction of H.R. 1460, a congressional resolution recognizing October 2026 as National Financial Planning Month. Thank you to @repyoungkim (R-CA) and @repbeatty (D-OH) for their leadership in highlighting the importance and impact of financial planning. We’re especially proud that the resolution cites CFP Board research illustrating the financial challenges facing many Americans, as well as the value of working with CFP® professionals. This recognition is an important step toward expanding awareness of the power of financial planning to help more Americans build financially secure futures. #FinancialPlanningMonth #FinancialPlanning #CFPPro 28 Oct 2026

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Da00CUPgXqcThe Connections Conference 2026 agenda is now li…
DfkNIGBkfpZUnusual spending. Abrupt changes in a will or be…
DfiCcbCIOWYPlease join us in welcoming the following five n…

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