New research confirms it: Americans who work with CFP® professionals experience greater financial confidence and financial well-being than others. See the key findings from CFP Board’s inaugural Financial Planning Longitudinal Study report. Read the full report:

Taking the March #CFPexam? 📅 Don’t forget: The Education Verification Deadline is Feb. 25. If your coursework isn’t verified by then, a $500 postponement fee applies. Avoid the fee—get your education verified today! 

Congrats to the 2024 recipients of the Facet (@join_facet) Scholarship for Increased Diversity in Financial Planning, which provides financial assistance to Black or African American candidates for CFP® certification. Applications will be accepted again in the fall. Looking for an earlier option? The spring cycle opens on February 25:  #CFPproDiversity #JoinFacet

.@McKinsey reports a growing advisor shortage, but the bigger story is the surge in demand for holistic financial planning. 52% of investors now seek comprehensive advice, up from 29% in 2018. CFP® professionals are key to meeting this need: #FinancialPlanning #CFPpro

CFP Board commends Reps. @RobWittman (R-VA) & @RepHorsford (D-NV) for reintroducing the bipartisan Freedom to Invest in Tomorrow’s Workforce Act. This bill expands 529 plan eligibility to cover professional certifications like CFP® certification. Learn more:

LeCount R. Davis, Sr., CFP® made history as the first Black CFP® professional. His legacy continues through the LeCount R. Davis, CFP® Endowed Scholarship, helping the next generation of Black financial planners. Learn more:  #BlackHistoryMonth #CFPpro

Congrats to Hana Walton, the 2024 recipient of the Richard B. Wagner Memorial Scholarship Fund! This program will accept applications again in the fall. Looking to apply sooner? The spring cycle opens February 25: #CFPproDiversity #CFPpro

CFP Board leadership is heading to Florida this week! Certificant Connections invites an open in-person dialogue on financial planning’s future. Join us Feb. 10-12 in Orlando, Tampa, Naples & Boca Raton. Space is limited—register now:

"Take your retirement on a test drive." CFP Board Ambassadors Gloria García Cisneros, CFP® (@gloriasgarcia27), @leidengcfp, Otto Rivera, CFP®, Spencer Betts, CFP® and @AutumnKCampbell, CFP® offer practical financial resolutions for 2025 retirees. See their insights in @MarketWatch:

Congrats to the 2024 winners of the Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession, which provides financial assistance to Black and/or Hispanic candidates for CFP® certification. Learn more: #CFPproDiversity

📅 Save the Date! Join us for the “Client Impact Research Study: Year One” webinar on Feb. 11 from 1-2 p.m. ET. Get insights from the inaugural survey & key takeaways. Don’t miss this deep dive into the value of working with a #CFPpro:

Congrats to the 2024 recipients of The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship! This program will accept applications again in the fall. Looking to apply sooner? The spring cycle opens February 25: #CFPproDiversity #CFPpro

CFP Board Ambassador Brenton Harrison, CFP® highlights the importance of representation and how his unique perspective helps break down barriers in financial planning. Watch this video to see how he’s helping pave the way for more inclusive financial advice. #BlackHistoryMonth #CFPproDiversity

CEO Kevin Keller (@krkindc) announced plans to retire from @CFPBoard next year, after nearly two decades as CEO. Under Kevin’s leadership, CFP Board has elevated the stature, value and relevance of CFP® certification. Read more about his legacy and the search for his successor. Read more:

Engagement letters set the foundation for strong client relationships. CFP Board’s Sample Engagement Letters make it easier for CFP® professionals to clearly communicate key terms in plain language. Access them here:

Ever wondered what financial pros resolve to do in the new year? CFP Board Ambassadors J.J. Burns, CFP®, Shashin Shah, CFP®, @CharlesCWeeksJ1, CFP®, @LaurynCwilliams, CFP® and @CaryCarbonaro, CFP® share their unexpected money resolutions for 2025. Read more in @MarketWatch:

Congrats to the 2024 recipients of the Charles Schwab Foundation CFP® Certification Scholarship! The scholarship – launched in partnership with @Schwab4RIAs – supports students completing coursework required for CFP® certification. #CFPpro

The Section 199A tax break excludes many #CFPpros from its full benefits. Expanding access could strengthen the profession and improve financial planning accessibility. Learn more in @FinAd_IQ:

CFP Board joins the financial planning community in mourning the loss of Patrick D. Mahoney, CEO of @fpassociation. His leadership and advocacy strengthened the profession, leaving a lasting impact. Our thoughts are with his family and colleagues. Read his obituary:

The number of #CFPpros has grown by 49% over the past 11 years — a clear sign that more people see the value of working with a qualified financial planner. Ready to advance your career? Now is the time to explore CFP® certification. Learn more: