Financial misinformation is harder to spot than ever. AI-generated advice. Viral posts from unqualified sources. Algorithms that reward clicks, not credibility. CFP Board’s new guide, "Combating Online Financial Misinformation: A CFP® Professional’s Guide," helps CFP® professionals recognize red flags, understand how misinformation spreads and respond in ways that build client trust. Support your clients and highlight the value of real financial planning. Explore the guide: https://lnkd.in/eTtfkWCw #CFPpro #FinancialPlanning #Finfluencers #FinancialMisinformation
CFP Board
Non-profit Organizations
Washington, DC 65,615 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
Get directions
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 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 tale of two quarters: In Q1 2025, 401(k) savers boosted contributions to a record 14.3%. In Q2, panic trading surged. CFP Board Ambassador Robert Pagliarini, Ph.D., CFP shares why emotional reactions can derail retirement plans in this Financial Advisor Magazine article by Ben Mattlin: https://lnkd.in/eRy967Q5
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Misinformation is easy to find. Trusted financial advice is not. CFP Board's Caroline Chukwu’s article explores the growing role of CFP® professionals in combating online misinformation and guiding clients to financial confidence. Read the latest Industry Insights article: https://lnkd.in/ePuhzs4w #FinancialMisinformation #CFPpro #FinancialInsights #CFPproFactCheck
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Congress may be heading out for its August recess, but policy work continues. CFP Board’s July update outlines where things stand on funding bills, the GENIUS Act on crypto, scam prevention and new efforts to expand retirement plan access. Read the full update: https://lnkd.in/e5M4rNTn #CFPpro #FinancialPlanning #PublicPolicy
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Are you unsure if your work experience qualifies for CFP® certification? Join CFP Board’s Experience Office Hours on August 14 to connect with staff and get answers to your specific questions. Reserve your spot today: https://lnkd.in/gBbfsFVb #FinancialPlanning #CFPPro #FutureCFPpro #FinanceCareers
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New peer-reviewed research from Financial Planning Review highlights how financial planners influence investor behavior. Researchers Danah Jeong and Patryk Babiarz used seven waves of Survey of Consumer Finances data to show that: 🔹 Risk-averse individuals invest more in equities when advised by a planner 🔹 Risk-tolerant individuals shift toward more diversified holdings Read the open-access article to learn how financial advice influences investment behavior: https://lnkd.in/gAAm9Syn Stephen Horan, Ph.D., CFA, CIPM, CAIA #FinancialPlanningReview #FinancialPlanning #FinancialResearch
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Congratulations to the recipients of The LeCount R Davis, Sr., CFP® Endowed Scholarship. This scholarship offers financial support to Black or African American students who demonstrate merit or financial need as they work toward CFP® certification. Congratulations to: 🔹 Uriah Williams 🔹 Brittnee Scott, MAcc 🔹 Dafina Lovelace, MBA 🔹 Darrell Mccollough 🔹 Joshua Scott Learn more about CFP Board scholarships: https://lnkd.in/dctpehXU
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Not all financial advice is equal, and the risks are real. CFP Board Director Richard Shaw, CFP®, MBA, explains how misinformation can harm consumers and why working with a CFP® professional matters. Watch now! #cfppro #financialplanning #cfpprodiversity #cfpboard #cfppros #financialfreedom #finfluencer #financialmistake
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Congratulations to the newest recipients of The Envestnet Scholarship. Offered through the Envestnet Institute on Campus program, this scholarship supports individuals from underrepresented populations in financial planning who demonstrate financial need. Congratulations to: 🔹 Kodee Lewis 🔹 Gilbert D. Rogers Ed.D, AFC® 🔹 Mercy M. 🔹 Grace Hall 🔹 Taja Lewis 🔹 Marian Crawford 🔹 Domonique L. 🔹 Dante Ketchum 🔹 Nidia Ramos Lapa 🔹 Monica Smith 🔹 Gabriel Baldonado 🔹 Abigail Bridge 🔹 Cassidy Vines 🔹 Selody Compton 🔹 Elijah Sanchez 🔹 Paula Sweis 🔹 Dan Spencer 🔹 Suree Davila View all CFP Board scholarship opportunities: https://lnkd.in/dctpehXU #CFPproDiversity #CFPpro #FutureCFPpro
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The 2025 CFP Board Connections Conference in Chicago this October features sessions designed for faculty, researchers and students. Martin Seay, Ph.D., CFP®, a Kansas State University professor and 2026 CFP Board Chair-Elect, shares why this is a key event for financial planning educators and researchers. Watch and register: https://lnkd.in/eEYt9QyN #CFPConnections25 #FutureCFPpro #CFPproDiversity #RegisteredPrograms