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 shares what to watch for and how to protect yourself. Watch the video and share it with someone you care about. #NationalFinancialPlanningMonth
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
How could the 2026 midterm elections shape the future of financial planning policy? Join CFP Board’s public policy team on Nov. 9 for a nonpartisan look at election results, Capitol Hill dynamics and key legislative and regulatory issues affecting CFP® professionals and their clients. Register here: cfp.net/events/2026/11/polic…
Rollover recommendations can have lasting implications for a client’s retirement. On Nov. 2, CFP Board will explore how CFP® professionals can apply the fiduciary duty, evaluate conflicts of interest and make rollover recommendations in their clients’ best interests. Register: cfp.net/events/2026/11/apply…
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
A new national day is coming to financial planning! Yesterday, @CharlesSchwab announced that Feb. 17, 2027, will be the first National RIA Day. CFP Board is partnering with Schwab to introduce the next generation to careers in financial planning, with events planned at more than 30 CFP Board Registered Programs and beyond. Learn more: investmentnews.com/goria/cus… @Schwab4RIAs
#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 @Stephen_Horan at [email protected]
We’re celebrating National Financial Planning Month on Capitol Hill! 🎉 Thanks to Reps. @YoungKimCA and @RepBeatty for introducing H.R. 1640, a resolution recognizing the value of financial planning and citing CFP Board research that underscores why it matters. #FinancialPlanningMonth cfp.net/news/2026/10/cfp-boa…
Does retirement spending really follow a smile-shaped curve? In #FinancialPlanningReview, researcher Derek Tharp revisits the retirement spending smile and finds that the pattern seen across households may not reflect how individual households spend over time. Read more: onlinelibrary.wiley.com/doi/… @Stephen_Horan
Thinking about a career in financial planning? Join CFP Board’s first-ever Financial Planning Firm Showcase for Career Changers on Oct. 28 to explore employer models, learn about job opportunities and connect directly with firms that hire. Register now: cfp.net/events/2026/10/finan…
Progress starts with a commitment. At CFP Board’s Where Are the Women? summit, leaders pledged to take action to attract, retain and advance women in financial planning. Now comes the work: turning those commitments into meaningful, measurable change. What will you commit to?
Conversations are a starting point. Action drives progress. At CFP Board’s Where Are the Women? summit, participants committed to steps they can take individually and with their firms to advance women in financial planning, with follow-up and accountability focused on impact over the next one to two years. #WhereAreTheWomen #CFPproWomen
From major milestones to everyday decisions, a sound financial plan can help you move forward with confidence. Watch CFP Board Ambassadors Nicole Carson, CFP® and @CharlesCWeeksJ1, on @ABC's @abc7gmw. #FinancialPlanningMonth
How can financial planning attract, retain and advance more women? CFP Board Chair Terri Kallsen, CFP®, joined Laura Combs, CFP®, of @MercerAdvisors and President Daniel Gourvitch at the Where Are the Women? summit to explore how the profession can turn good intentions into real impact. #WhereAreTheWomen #CFPproWomen
Day 2 of CFP Board’s Where Are the Women? summit is kicking off with movement and meaningful connections! Participants started the morning with a Mentor Walk led by Terri Kallsen, CFP®, and Lifting with Laura Combs, creating space for wellness, mentorship and community. #WhereAreTheWomen #CFPproWomen
Meaningful change starts with honest conversations and shared solutions. CFP Board’s Where Are the Women? summit opened with a featured conversation between CFP Board Chair Terri Kallsen, CFP®, and Cory Amron, JD, exploring lessons from the legal profession that can help advance women in financial planning. #CFPproWomen
Not all financial advice online deserves your attention. From unqualified finfluencers to AI-generated content, misleading information can put people’s financial futures at risk. Explore CFP Board’s resources to help identify misinformation and navigate social media responsibly: cfp.net/ethics/compliance-re…
