CFP Board

Financial uncertainty is a growing concern for federal employees. CFP® professionals can make a difference. Join this free webinar on March 20, led by former CFP Board Chair Karen Schafer, CFP®, to learn how to help clients navigate FERS, TSP, FEGLI and other benefits. Eligible for 2 CE credits. Register now: https://lnkd.in/eiuBnzCf #CFPpro #FinancialPlanning #Federal #FederalResources

The tax landscape is shifting — how are CFP® professionals responding? A new CFP Board survey, “2025 CFP® Professionals Taxes Survey,” explores the risks and strategies advisors are considering as the TCJA expiration approaches. Read the findings: https://lnkd.in/eX9YYcE6 #FinancialPlanning #CFPpro #Tax  

Passing the CFP® exam isn’t about luck — it’s about preparation. And you’ve put in the work. Now stay focused, trust your training and take it one question at a time. This is your moment to shine as you take the next step toward certification. You’ve got this! #CFPexam #FutureCFPpro 

The “It’s Gotta Be A CFP®” campaign is back for 2025! For 14 years, we've empowered consumers to ask, “Are you a CFP® professional?” — driving CFP® certification to record highs in recognition and trust. This year, we’re reaching even more consumers. See what’s ahead: https://lnkd.in/ew4A7fvY #CFPpro #ItsGottaBeACFP  

Many young clients face financial pressures driven by social media, peer influence and digital trends. CFP® professionals can help them navigate these challenges by teaching financial literacy, emotional awareness and critical thinking. This #GlobalMoneyWeek, let’s emphasize the value of working with a trusted professional. https://lnkd.in/deGJgR3 #GlobalMoneyWeek2025 #GMW2025  

🍀 This Saint Patrick’s Day, remember that financial security isn’t about luck — it’s about planning. A pot of gold at the end of the rainbow sounds nice, but real financial success comes from smart, strategic decisions. Why just hope for the best when you can take control? A CFP® professional can help you build a strong financial future, no matter what comes your way. #StPatricksDay   

Financial planners are on the move, with CFP® certificants growing fastest in states with lower taxes and high-income populations. How might this impact competition, client acquisition and firm growth strategies? Learn more in this Financial Planning article by Tobias Salinger here: https://lnkd.in/erdfK-Zk #FinancialPlanning #CFPpro

Ready to take your financial planning career to the next level? CFP Board’s Spring 2025 Virtual Career Fair is the event you don’t want to miss! Whether you’re a seasoned CFP® professional seeking a career change, a student searching for a summer internship or a company looking for top talent, this event is for you. Join us on April 25, 2025, from 12:00 p.m. to 4:00 p.m. ET. For more details, visit https://lnkd.in/gn68D7s3 #CFPCareerFair #FinancialPlanning #CareerOpportunities #Networking #JobSeekers #Employers #CFPprofessionals  

FEDERAL GOVERNMENT EMPLOYEES: Are you facing career uncertainty? Join CFP Board’s free webinar on March 27 at 7 p.m. ET for expert insights and critical information on how to make the best financial decisions when separating from service and how to manage financial uncertainty while remaining in your current role. Former CFP Board Chair Karen Schaeffer, CFP® and Government Executive author Tammy Flanagan will lead this session on navigating financial transitions. Free to attend, but capacity is limited. Register here: https://lnkd.in/e3SpwaCc  

The Women’s Initiative (WIN) Endowed Scholarship helped Amira Garwood pursue her dream of becoming a financial planner. A senior at Purdue University, Amira’s hard work and commitment to the profession are inspiring. By contributing to the WIN Scholarship, you support future women leaders in financial planning. Donate today: cfp.net/donate #WomensHistoryMonth #CFPproWomen