Pinned Tweet
The CFP Board Connections Conference 2026 agenda is taking shape. Explore sessions on AI, tax planning, practice management and more designed to help you advise with purpose and plan with precision. See what’s coming: cfp.net/connections-conferen… #CFPConnections26
Progress starts with a commitment. At CFP Board’s Where Are the Women? summit, leaders pledged to take action to attract, retain and advance women in financial planning. Now comes the work: turning those commitments into meaningful, measurable change. What will you commit to?
Conversations are a starting point. Action drives progress. At CFP Board’s Where Are the Women? summit, participants committed to steps they can take individually and with their firms to advance women in financial planning, with follow-up and accountability focused on impact over the next one to two years. #WhereAreTheWomen #CFPproWomen
From major milestones to everyday decisions, a sound financial plan can help you move forward with confidence. Watch CFP Board Ambassadors Nicole Carson, CFP® and @CharlesCWeeksJ1, on @ABC's @abc7gmw. #FinancialPlanningMonth
How can financial planning attract, retain and advance more women? CFP Board Chair Terri Kallsen, CFP®, joined Laura Combs, CFP®, of @MercerAdvisors and President Daniel Gourvitch at the Where Are the Women? summit to explore how the profession can turn good intentions into real impact. #WhereAreTheWomen #CFPproWomen
Day 2 of CFP Board’s Where Are the Women? summit is kicking off with movement and meaningful connections! Participants started the morning with a Mentor Walk led by Terri Kallsen, CFP®, and Lifting with Laura Combs, creating space for wellness, mentorship and community. #WhereAreTheWomen #CFPproWomen
Meaningful change starts with honest conversations and shared solutions. CFP Board’s Where Are the Women? summit opened with a featured conversation between CFP Board Chair Terri Kallsen, CFP®, and Cory Amron, JD, exploring lessons from the legal profession that can help advance women in financial planning. #CFPproWomen
Not all financial advice online deserves your attention. From unqualified finfluencers to AI-generated content, misleading information can put people’s financial futures at risk. Explore CFP Board’s resources to help identify misinformation and navigate social media responsibly: cfp.net/ethics/compliance-re…
What does a stronger financial future look like? CFP Board Ambassadors Anna N'Jie-Konte, CFP®, Riley Saunders, CFP® and Brandon Keehr, CFP® brought the conversation to Capitol Hill for Money Moves: Financial Planning 101, hosted with @AARP during #NationalFinancialPlanningMonth.
Money is more than a budget issue. It can shape how couples navigate intimacy, trust and long-term commitment. CFP Board’s new report, “To Have and to Hold,” explores the financial pressures facing Americans in relationships. Read the findings: cfp.net/industry-insights/re…
Your financial journey is yours. So why follow someone else’s playbook? 📱 CFP Board Ambassador @LaurynCwilliams, CFP® shares a perspective worth hearing this #FinancialPlanningMonth. Watch now! cfp.net/news/2026/10/celebra… #CFPpro #FinancialPlanning
Want a tool to better understand the Code of Ethics and Standards of Conduct? Download the Roadmap, specifically designed to help guide CFP® professionals to better comply with the Code and Standards: bit.ly/3rRd1zc #CFPpro
New ideas. Meaningful connections. A shared commitment to financial planning. CFP Board is pleased to participate in @NAPFAAdvisor's Fall 2026 National Conference and engage with professionals from across the country. #NAPFAFall26
From Capitol Hill to regulatory developments, there’s a lot happening that matters to the financial planning profession. Keep up with it through CFP Board’s new Public Policy Pulse newsletter. Sign up to get the latest updates: cfp.net/for-cfp-pros/stay-co…
A large number of fall scholarship applications means we need more CFP® professionals to help review them. Volunteer as a Scholarship Review Panel member to support aspiring CFP® professionals and expand access to the profession. Sign up by this Friday, Oct 16: cfp.net/for-cfp-pros/get-inv…
A budget. A debt repayment plan. A path toward retirement. Pro bono financial planning helps individuals and families navigate important financial decisions at no cost. CFP® professionals can find volunteer opportunities through @PowerProBono's ProBonoPlannerMatch.org
How can wealth management firms grow while keeping advice personal? CFP Board Chair Terri Kallsen, CFP®, discussed this with Davy Wealth Management in Dublin as the firm celebrated becoming Ireland’s first to reach 100 CFP® professionals. Thank you for the warm Irish hospitality! #FinancialPlanning
🤖 Made with AI
Thank you to @EquitableFin Advisors for serving as the Presenting Partner of the student liaison Topgolf experience at the 2026 CFP Board Connections Conference! Your support helped create a fun opportunity for students to connect with their peers and build relationships with others pursuing careers in financial planning. We appreciate your commitment to supporting the next generation of financial planners. #CFPConnections26
