CFP Board’s Post

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What’s one thing CEO Kevin R. Keller, CAE wants financial planners to know that they might not know? Watch the latest episode of Financial Planning Association-National Capital Area's "Smarter Planner" podcast with Belle Osvath, CFP®, CSLP®, AIF® to find out! ⬇️ #CFPpro #FinancialPlanning #Podcast #SmartPlanner Financial Planning Association (FPA)

Ali Mahbod, CFP®, AWMA®, AAMS®

Vice President, Truist Investment Services, Inc., Truist Wealth

2mo

The first way CFP Board FP can help me is stop trying to sell me things and stop asking me for money. 

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Gayle Abbott

Aligning People to Maximize Impact & Revenue

2mo

Important and well said!

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Victor Jones, CPA, CFP®, MST

VICTOR JONES CPA, P.C., Commodity Trading Advisor

1mo

Good advice!

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