CFP Board

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

Want the latest from CFP Board delivered directly to you? The monthly CFP Board Report covers: ✔️ CFP Board news ✔️ New and ongoing initiatives ✔️ Policy developments ✔️ Tools and resources Subscribe now to get timely updates that matter to your work and the profession: https://lnkd.in/eRhRJeva #CFPBoard #CFPPro #FinancialNews #FinancialPolicy #FinancialPlanning

Combating financial misinformation requires collaboration across sectors. Today on Capitol Hill, CFP Board shared research and strategies to stop misleading financial information from harming consumers.  Panelists included:  🔹 Erin Koeppel, J.D., Managing Director of Government Relations and Public Policy Counsel  🔹 Guneev Sharma, Senior Manager of Government Relations and Public Policy  🔹 Kevin Roth, Ph.D., Managing Director of Research  🔹 Sara Cortes, CFP®, Assistant General Counsel  🔹 Elizabeth Vasilogambros, Social Media Manager  🔹 Adam Zajac, J.D., Managing Director, Investigations and Counsel to the Head of Enforcement  We discussed insights from our research and practical solutions to curb misinformation, including how tools and policies can help support these efforts. This dialogue is critical for improving financial education and consumer protection.  https://lnkd.in/eTtfkWCw  #FinancialMisinformation #PublicPolicy

CFP Board is pleased to announce that Martin Seay, Ph.D., CFP® has been elected 2026 Chair-Elect of the Board of Directors. A professor and researcher at Kansas State University and past president of the Financial Planning Association (FPA), Martin has long supported the growth and integrity of the financial planning profession. He will serve as Chair in 2027. Read more about his background and vision: https://lnkd.in/dkPrxt2w  

CFP Board has submitted a comment letter to FINRA in response to its Regulatory Notices on rule modernization. While we support efforts to update rules to reflect new technologies, we believe it’s essential to keep investor protection front and center. View the full comment letter: https://lnkd.in/gjt7fmFp #InvestorProtection #FINRA #Regulation #FinancialPlanning #RuleModernization 

Today (July 15) is your last day to save $100 on registration for the 2025 CFP Board Connections Conference! Designed for the entire financial advice ecosystem, this event is your gateway to:  🌟 Earning up to 15 CE credits  🌟 Exploring the future of finance with sessions on AI and fintech  🌟 Learning inclusive workplace strategies  🌟 Building meaningful career connections Whether advancing your career or expanding your network, this is the place to be. Register now: https://lnkd.in/gqqJaMTt  

By 2040, over 80 million Americans will be age 65 or older. Long-term care will be a growing concern for many. CFP Board Ambassador Nicky Amore, MBA, MA, CFT™, CFP®, CPWA®, ChSNC® explains what financial planners should do now to prepare in this Financial Advisor Magazine article by Ben Mattlin: https://lnkd.in/eS9Jpq_p  

This week, CFP Board joins higher education leaders at the Higher Education Financial Wellness Alliance Summit in Salt Lake City, Utah. As the leading annual gathering for the financial wellness community in higher ed, the Summit is a vital space for exchanging ideas and building partnerships. Moley Evans, Manager of Pro Bono; Johel Brown Grant, PhD, Director of Education; and Avamarie Ginocchio, Specialist of Registered Programs are engaging with higher education professionals who are driving real change on their campuses by supporting students’ financial capability and wellness.  #HEFWA2025 #FinancialWellness #CFPpro #HigherEducation 

Is a credit card with an annual fee ever worth it? It depends on how you spend and whether you fully use the benefits. CFP Board Ambassadors Jasmine Renae Ball, MSW, CFP®, ABFP™, CRC and Felicia Wong, CPA, CFP®, EA explain how to think through the decision in this Bankrate article by Katie Kelton, CCC: https://lnkd.in/eeKYidDg  

Thank you to all the CFP® professionals who continue to give their time and expertise through pro bono service. We’ve randomly selected 10 CFP pros who reported hours in June to receive a $25 gift card to the CFP Pro Store. Watch the video and report your hours to be entered next month. #ProBono #FinancialPlanning Sarah Tomb, Rhiannon Rueda, Moley Evans