Joined October 2008
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Early registration is now open for CFP Board Connections Conference 2026! Join financial planning leaders from across the profession Oct. 5-7 at ARIA® Las Vegas for three days of insights networking and professional development. Register today: cfp.net/connections-conferen…
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An inheritance. A joint mortgage. One financial decision that may be impossible to reverse. CFP Board’s Divorce Guide explores how CFP® professionals can help married clients navigate potential conflicts before problems arise. Download now: cfp.net/-/media/2025/cfp-boa…

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Congratulations to the recipients of the College for Financial Planning® — a Kaplan Company Scholarship for CFP® Exam Prep! This program provides full access to the College’s Premium CFP® Exam Prep Review to support candidates preparing for the CFP® exam. @KaplanNews
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Career growth, strong benefits and professional fulfillment continue to make financial planning an attractive profession. See what CFP® professionals reported in CFP Board's 2026 Compensation Study.
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Stay informed with practical guidance delivered to your inbox. The Knowledge for Practice newsletter provides CFP® professionals with insights and resources to support their work with clients. Subscribe today: cfp.net/for-cfp-pros/stay-co…
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What if volunteering could change other people's lives and your own? Read how Steve Oniya, CFP®, ChFC®, MBA discovered the personal and professional impact of giving back through pro bono financial planning. Cfp.net/probono
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What does the American Dream mean in 2026? A new @CNBC poll shows financial stability is the top measure of success for many Americans. CFP Board CEO @kdanesnowden joined @sharon_epperson to discuss why a six-figure income is not a plan — and why financial security starts with one. Watch: cnbc.com/video/2026/06/09/re…
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What trends are shaping the future of financial planning? Join CFP Board Chair Terry Kallsen, CFP®, 2026 Chair-Elect Martin Seay, Ph.D., CFP® and CEO Dane Snowden for a discussion about the profession's biggest opportunities and challenges. Register: cfp.net/events/2026/07/certi…
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Congratulations to the recipients of The @PeggyRuhlin Wealth is Women's Work CFP® Exam Scholarship! This program supports women under 40 pursuing CFP® certification by providing access to the CFP® exam at a discounted rate and includes a copy of Ruhlin’s book “Wealth is Women’s Work.”
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Looking for your first financial planning role? Hear directly from recently certified CFP® professionals about what helped them stand out, land interviews and launch their careers. Join us, July 1 at 1 p.m. ET. Register now: cfp.net/events/2026/07/how-t…
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"A clear, structured career path can help firms show growth opportunities and set realistic expectations for students." Kathryn Berkenpas, CFP®, COO at CFP Board, shares how firms can attract emerging talent in this @PlanAdviser article: planadviser.com/finance-jobs…

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Earn up to 15 CE credits at CFP Board’s Connections Conference 2026 in Las Vegas this October. Register by July 10 to save $200 and join financial planning leaders from across the profession: cfp.net/connections-conferen…
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Could AI-generated financial tools create unintended risks for clients? A recent @Kiplinger article explores the rise of "vibe coding" and its potential pitfalls. CFP Board's "Harnessing AI in the Financial Planning Profession" offers guidance to help CFP® professionals use AI responsibly. Learn more: kiplinger.com/taxes/why-vibe…
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Happy Pride Month! CFP Board believes a strong financial planning profession benefits from a wide range of experiences, perspectives and voices. We are proud to support a profession that serves people from all walks of life.
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Financial planning is not just growing. It is paying off. CFP® professionals reported 15% year-over-year compensation growth from 2024 to 2025 according to the 2026 CFP Board Compensation Study. Read the findings: cfp.net/news/2026/06/study-f…
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Want to make your voice heard on financial policy issues? CFP Board’s new Public Policy Advocacy Center helps CFP® professionals contact elected officials in just a few clicks. Explore the new tool today: cfp.net/about-cfp-board/our-…
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Want insights from one of financial planning’s most recognized voices? @MichaelKitces, CFP®, will keynote CFP Board’s Connections Conference 2026. Register early by July 10 and save $200: cfp.net/connections-conferen…
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CIMA® professionals now have a faster path to CFP® certification. A recent update to CFP Board’s Competency Standards allows eligible CIMA® holders to pursue CFP® certification through the Accelerated Path. Learn more at CFP.net/CompetencyStandards
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Congratulations to the recipients of the @AssetMark Scholarship! This program provides access to the CFP® exam at a discounted rate for those pursuing CFP® certification.
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