CFP Board

06/01/2026

CFP Board supports the U.S. Department of Labor’s efforts to provide clearer guidance for retirement plan fiduciaries in selecting plan investments but believes significant revisions are needed before the DOL finalizes its proposed rule. The proposal’s check-the-box process, examples, and accompanying safe harbor risk elevating form over substance. Any final rule should preserve strong protections for retirement savers and make clear that fiduciaries must continue to exercise prudent, independent judgment when selecting investments. Our latest comment letter examines the potential impact on participant protections, fiduciary judgment and retirement plan costs. Read the full letter: https://www.cfp.net/news/2026/06/cfp-board-warns-dols-proposed-rule-risks-treating-process-as-the-equivalent-of-prudence

06/01/2026

A new study in the Financial Planning Review explores the growing challenges of retirement planning among Malaysian Millennials. Researchers found that attitudes and perceived behavioral control significantly influenced retirement financial planning, while subjective norms showed no meaningful effect. The findings offer valuable insights for stakeholders focused on improving long-term financial well-being: https://onlinelibrary.wiley.com/doi/10.1002/cfp2.70029

06/01/2026

Preparing for the CFP® exam takes commitment, discipline and the right support system. A strong study group can help reinforce key concepts, improve accountability and provide new perspectives on difficult material. Join today’s (June 1) webinar to learn practical strategies for forming productive study groups, structuring sessions and maximizing your exam preparation. Register now: https://www.cfp.net/events/2026/06/how-to-make-the-most-of-cfp-certification-study-groups

05/29/2026

Congratulations to Sherry Davis, the recipient of the Dalton Education Scholarship. This program covers the full cost of Dalton Education’s CFP® exam review course, supporting candidates as they prepare for the CFP® exam. We are proud to recognize this future CFP® professional as she continues her certification journey.

05/29/2026

Delaware State University senior Elijah Taylor is an advocate for financial literacy on campus as he prepares for a career as a CFP® professional. Coming from Wilmington Del as a first-generation college student, he aspires to help others shape stronger futures through financial planning. Watch the video to hear his story:

Delaware State University senior Elijah Taylor believes through soc...

05/28/2026

Before couples say, “I do,” they should talk openly about money. That includes debt, spending habits, savings goals, credit history and long-term financial plans. CFP Board Ambassador Felicia Greenwald, CFP® says avoiding these conversations can lead to conflict and resentment later in marriage. Read more in WSJ Buy Side:

Before you say ‘I do,’ make these money moves.

05/28/2026

Preparing for the CFP® exam is a major commitment and the right study group can make a meaningful difference. Join our June 1 webinar at 1 p.m. ET on “How to Make the Most of CFP® Certification Study Groups” to learn how to stay on track through accountability, structure and shared learning. Register now: https://www.cfp.net/events/2026/06/how-to-make-the-most-of-cfp-certification-study-groups

05/28/2026

A client’s request to help a childhood friend facing a serious illness led to a pro bono financial planning engagement from Thomas Snow CFP®, CTFA®. By waiving fees and stepping in during a moment of medical and financial crisis, he helped bring structure to growing uncertainty and eased financial pressure, allowing the focus to shift to what mattered most.

Learn more about pro bono volunteering: https://www.cfp.net/for-cfp-pros/get-involved/pro-bono-volunteering

05/27/2026

The Policy Pulse webinar offers a one-hour look at CFP Board public policy work in Washington, D.C. Learn how advocacy efforts shape the profession and what they mean for your clients. Join us tomorrow, May 28, at 3 p.m. ET. Register now: https://www.cfp.net/events/2026/05/the-policy-pulse-whats-happening-in-washington-and-how-to-power-your-voice

05/27/2026

Investor behavior is not driven by numbers alone. It is shaped by perception, attention and cognitive bias. Theron Schaub, founder of The Volcan Group and a mentalist, will demonstrate how these forces influence financial decisions at the CFP Board Connections Conference 2026 in Las Vegas, Oct. 5–7. Register by July 10 to save $200: https://www.cfp.net/connections-conference-2026