Stay focused and organized as you work toward CFP® certification! With CFP Board's free Certification Tracker, you can keep track of your progress in Education, Exam, Experience and Ethics. This tool is designed to keep you on course as you move through the certification process. Create your account and start tracking today: https://lnkd.in/ect3NBjT #CFPpro #FinancialPlanning #CFPcertification #FutureCFPpro
CFP Board
Non-profit Organizations
Washington, DC 67,803 followers
CFP Board of Standards & CFP Board Center for Financial Planning — CONFIDENCE TODAY, SECURITY TOMORROW.
About us
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. Learn more at http://www.CFP.net. Join CFP Board's LinkedIn group at: http://www.linkedin.com/groups?=&gid=3020476
- Website
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http://www.CFP.net
External link for CFP Board
- Industry
- Non-profit Organizations
- Company size
- 51-200 employees
- Headquarters
- Washington, DC
- Type
- Nonprofit
- Founded
- 1985
- Specialties
- CFP Board, financial planning, retirement planning, personal finance, financial advice, financial advisor, financial adviser, financial analyst, financial consultant, professional certification, CFP Board Center for Financial Planning, and CFP Board of Standards
Locations
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Primary
1425 K St. NW
Suite 800
Washington, DC 20005, US
Employees at CFP Board
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Innessa Manning
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Kathy Larash Black
Program, Portfolio, Product, Operations and Strategy Leader in for-profit and non-profit spaces, specializing in Business Relationship Management and…
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Dallas W. Coffman, CLU®, ChFC®, EA, CFP®
CERTIFIED FINANCIAL PLANNER® Professional | Enrolled Agent Tax Expert Focusing on Tax-Advantaged Retirement Investing
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Lori Loker, CEM
Brand Builder. Experience Creator. Chief of Getting It Done.
Updates
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A paycheck at 16 can make a difference at 25. New research by Madelaine L'Esperance, PhD, in Financial Planning Review shows that high school employment increases young adults’ access to financial products and services. However, early work experience does not necessarily improve financial management, reinforcing the importance of financial planning support for all young adults. Learn more: https://lnkd.in/epFzN5vq #FinancialPlanning #FinancialPlanningReview #research Stephen Horan, Ph.D., CFA, CIPM, CAIA
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Your chance to connect with CFP Board leadership! Join us on November 12 for the CFP® Certificant Connection Webinar from 1:00 - 2:00 p.m. ET. Hear about our latest work to enhance the value of CFP® certification and ask your questions. Register here: https://lnkd.in/evZY-gkY #CFPpro #FutureCFPpro #CFPproDiversity
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CFP Board reposted this
The #INWomenAdvisorSummit kicks off with powerful insights and purpose-driven leadership! ✨ Liz Miller, CFP®, CFA (CFP Board; Summit Place Financial Advisors) opens the day, Kristen Kimmell (Osaic) introduces Nicole Porter (Nicole Porter Wellness), who delivers the keynote on the Top 10 Hidden Stressors, followed by our first panel session for the day: "Owning the journey: Women leading the future of wealth management" moderated by Terri Kallsen CFP ® (Rise Growth Partners) with panelists Nancy Daoud (Ameriprise Financial Services, LLC); Carrie Gallaway, CFP® (Beacon Pointe); Veronica Karas, CFP®, CDFA®, AEP® (CAPTRUST); and Emily Shacklett, CPA/PFS (Fairport Wealth). Follow along for highlights, takeaways, and tools to elevate your career, step into leadership, and support a more inclusive workplace. Learn more here: https://hubs.ly/Q03PvxkW0 #wealthmanagement #womeninfinance #leadership #INWomenAdvisorSummit
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Want to hear how successful women CFP® professionals turned passion into purpose? Join CFP Board’s Women in Financial Planning webinar tomorrow, Oct. 22 at 12 p.m. ET. Cary Carbonaro, CFP® Professional, MBA; Bridget Venus Grimes, CFP®; Elaine King, MBA, CFP®, TEP; and Chloé A. Moore, CFP® will share their stories, lessons learned, and strategies for growth. Join tomorrow’s discussion and gain insights you can put into practice: https://lnkd.in/eRe62jXc
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CFP Board reposted this
Brenton Harrison, CFP®, Founder and Financial Advisor at New Money, New Problems, discusses attending the recent CFP Board Connections Conference in Chicago.
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The financial planning profession offers a wealth of opportunities for growth and impact. Becoming a CFP® professional can set you apart in a competitive job market. Check out our Financial Planning Career Guide for insights and resources to help you navigate your career journey successfully: https://lnkd.in/du8r8aMz #FutureCFPpro #FinancialPlanning #NationalFinancialPlanningMonth #FinancialPlanningMonth
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The November CFP® certification exam is just around the corner. How can you set yourself up for success? Adopt these "5 Habits of Successful Candidates" to keep you disciplined and prepared for exam day. https://lnkd.in/eUeDmnTY #CFPexam #FinancialPlanning
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CFP Board Connections Conference 2025 brought together leaders in financial planning to discuss peer networks, mentorship and support for early-career advisors. CFP Board Ambassador Gloria S Garcia Cisneros, CFP® emphasized that clear communication and relatable financial guidance are key to attracting younger clients and building lasting relationships. Learn more in this Financial Planning article by Tobias Salinger: https://lnkd.in/eMi4z5Z8
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Divorce can complicate client relationships and create conflicts of interest for CFP® professionals. Join CFP Board’s Divorce and Beyond webinar on Nov. 6 at 2:30 p.m. ET with Leo Rydzewski, JD, CAE and Sara Cortes, CFP®. Learn how to: 🔹 Manage ethical challenges during divorce 🔹 Decide when to continue or end client relationships 🔹 Protect clients’ best interests Earn 1 general CE credit and strengthen your practice. Register today: https://lnkd.in/emQvtcC2 #CFPpro #FinancialPlanning #MaritalConflicts #Divorce