CEO of CFP Board, which sets and upholds the requirements for CERTIFIED FINANCIAL PLANNER® certification
Joined March 2009
- Tweets 620
- Following 1,517
- Followers 508
- Likes 1,411
51 Photos and videos
When federal layoffs hit, CFP® professionals stepped up. Through webinars and pro bono services, CFP Board helped hundreds of workers make financial decisions under pressure. Read how #CFPpros across the country responded in @bethesda_today: bethesdamagazine.com/2025/07…
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Already a CPA, CFA® or attorney? CFP® certification adds a powerful layer of trust and expertise to your resume. Discover how it complements your existing credentials: cfp.net/why-cfp-certificatio…
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What’s new at CFP Board? Join CFP Board leadership for the CFP® Certificant Connection Webinar on July 9 at 12 p.m. ET. Get updates, ask questions and hear what’s ahead. Register now: cfp.net/events/2025/07/cfp-c…
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This week, the Standards Resource Commission met at CFP Board HQ to develop resources that help CFP® professionals and their firms apply the Code of Ethics and Standards of Conduct, supporting ethical financial advice that puts clients' best interests first. cfp.net/about-cfp-board/coun…
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Last night’s 31st Annual FCS Portfolio Awards brought together 600 top marketers. CFP Board walked away with two Silver awards for public awareness work:
🥈 TV/Streaming Campaign
🥈 Consumer Website (LetsMakeAPlan.org)
Thank you to the @theFCSorg for this recognition.
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Texans: SB 625 is being considered today, April 29. This bill would make financial literacy and economics a graduation requirement in high school. 📧 Use our email sample to contact your state senator now: cfpboard.sharepoint.com/:b:/…
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Ready to leave IT or engineering behind for something more purpose-driven? The May CFP® Pro Career Studio from May 6-8 is led by former IT, engineering & tech professionals who have made the switch to financial planning. Learn how they did it. Register here: events.zoom.us/ev/ApvE6dRG4R…
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CFP Board General Counsel Leo Rydzewski spoke at FIRMA’s 38th Annual Conference about the high ethical standards CFP® professionals meet, offering real examples where ethics shaped better outcomes for consumers. #FIRMA2025
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The results are in: 3,854 candidates sat for the March 2025 CFP® Certification Exam, the highest number ever for a March exam! The pass rate was 65%. Learn more about the March #CFPexam results here: cfp.net/news/2025/04/cfp-boa…
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Kevin Keller retweeted
21 Apr 2025
Financial planning is for everyone. No matter your stage in life, you can benefit from working with a CFP professional to create a holistic financial plan.
There are more than 230,000 CFP professionals worldwide. Connect with a CFP professional today: bit.ly/FindaCFPprofessional
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As CFP Board Student Liaisons, Olivia Kaufmann and Paige Dunlap of @PennWestU repped the next gen of financial planners at #FINNECTS — connecting with pros and showcasing “Quite Possibly the Perfect Job” gear. #FutureCFPpro
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Kevin Keller retweeted
29 Mar 2025
Two-thirds of CERTIFIED FINANCIAL PLANNER professionals shared in FPSB’s Future of Financial Planning Practice survey that fintech will help financial planning professionals achieve client outcomes.
Learn more: bit.ly/3Fhpdil
#CFP #financialplanning #fintech
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Federal employees are facing financial uncertainty. Are you ready to help? Join us for a free webinar on March 20 at 7 PM ET to learn how to advise federal employees on FERS, TSP, FEGLI & more. Earn 2 CE credits. Register now: cfp.net/events/2025/03/advis…
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Board Chair Liz Miller, CFP® joined industry experts at the 2025 @finmgmtassoc Finance Leaders’ Conference to discuss the future of finance. From the Great Wealth Transfer to the role of women in financial planning, the panel explored key shifts shaping the profession. #FMA2025 @FMAStudents
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Introducing the Financial Planning Hall of Fame! CFP Board’s new recognition program honors visionary leaders who have shaped the profession. Nominations are open through March 31. Learn more and submit today: cfp.net/news/2025/02/news-re… #FinancialPlanning #CFPPro
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Women aren’t just managing money—they’re leading. New research from CFP Board shows they play a major role in household financial decisions and seek planners who provide tailored solutions. Read Building Wealth: Insights on Women’s Aspirations & Growing Financial Power: cfp.net/news/2025/02/women-l…
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CFP® certification is recognized as the global symbol of excellence in financial planning. With over 103,000 CFP professionals in the U.S., CFP Board is proud to be part of this growing global network. Learn more via @FPSB: fpsb.org/news/global-growth-…
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Congrats to Amira Garwood, one of the inaugural recipients of the Women’s Initiative (WIN) Endowed Scholarship! Plan ahead! Applications for this program reopen in the fall, but an earlier opportunity is available—apply during the spring cycle starting February 25 cfp.net/scholarships
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CFP Board announces second-generation CFP® professional Simone Lee as the 100,000th CFP® certificant!
Read about this milestone & watch the video of her inspirational journey to becoming a CFP® pro (video link in news release): bit.ly/4bCbi67
@MerrillLynch #100kCFP #CFPpro
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