CFP Board

While many clients are focused on current-year tax filings, CFP® professionals should also be aware of changes affecting tax year 2026. Under the “One Big Beautiful Bill Act” (OBBBA), new charitable giving rules take effect in tax year 2026, affecting both taxpayers who itemize and those who take the standard deduction. CFP Board’s Key Elements guide outlines these changes and what they may mean for client planning. Download the guide: https://lnkd.in/e-wdDt7F

Congress is back in session and 2026 is off to a fast start. Our January Public Policy Update covers key developments from SEC vacancies and proposed crypto legislation to retirement policy reforms and advocacy for professional tax relief. Stay informed and see what’s on the horizon for CFP® professionals: https://lnkd.in/enqnKm4W  #CFPpro #PublicPolicy

Standards evolve because the profession evolves. The updated Competency Standards, recently approved by the CFP Board of Directors, reflect the continued growth in complexity and responsibility of financial planning. This recorded webinar explores the updates and what they mean for practice, education and leadership. Watch here: https://lnkd.in/e_qigSbv #CFPpro #FinancialPlanning #CompetencyStandards

New longitudinal research reinforces the value of working with a CFP® professional. In year two of a decade-long study, "Trust. Confidence. Impact: 2025 Financial Planning Longitudinal Study" finds that 94% of CFP® professional clients report confidence in achieving their financial goals. That confidence translates into stronger habits, deeper preparedness and better outcomes over time. Read the full report and see what the data reveals about the impact of holistic financial planning: https://lnkd.in/djQ3DKDf #FinancialResearch #HolisticPlanning #FinancialPlanning #CFPpro

The new CFP Board Competency Standards are here. The question is how they affect your work, your firm and the future of the profession. Join today’s webinar (Jan. 28) at 1 p.m. ET for a practical walkthrough of what changed, why it matters and how to prepare. You will hear from: 🔹Martin Seay, Ph.D., CFP®, 2026 Board Chair-Elect 🔹K. Dane Snowden, COO 🔹Kevin Roth, Ph.D., Managing Director of Research Register now: https://lnkd.in/eBJKKqES

CFP Board has approved updates to the Competency Standards that support CFP® certification. The goal is simple: keep the CFP® marks aligned with modern financial planning practice and the evolving needs of the public we serve.  There are no immediate changes to certification or renewal requirements. You can learn more in the Competency Standards Announcement: https://lnkd.in/eHAsppjt #CFPBoard #CFPpro #Updates

401(k) catch-up contributions are changing in 2026, and the updates go beyond higher limits. Income thresholds, Roth requirements and employer plan features all play a role in how catch-ups may work going forward. CFP Board Ambassador David Rae, CFP® AIF® walks through the changes in this Forbes article: https://lnkd.in/dJY3tMBx #CFPpro #401k #Retirement #Taxes

Many people wish they had learned key money lessons earlier in life. Even experienced financial planners feel the same. CFP Board Ambassadors Charles Sachs, CFA, MBA, CFP®, Robert Pagliarini, Ph.D., CFP®, Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, Charles C. Weeks Jr., JD, CFP®, Riley Saunders, CFP® and Lauryn Williams, CFP® share the advice they wish they had discovered sooner. Their insights span thoughtful investing, increasing income, budgeting, using debt strategically and understanding the beliefs that shape financial behavior. Read more in this MarketWatch article by Shelby Fishman: https://lnkd.in/eiqavYdh?

Earning the CFP® marks is a marathon, not a sprint. Your schedule should reflect that. Join “Time Management for CFP® Certification Candidates: Balancing Work, Life and Study,” where experts will walk through how successful candidates structure their time to stay productive, avoid burnout and keep moving forward. 📅 February 9 🕐 1–2 p.m. ET Register now: https://lnkd.in/eJv3t3Yx

CFP Board of Directors has approved new Competency Standards. For CFP® professionals, candidates and firm leaders, the practical question is simple: what changes, and how does this affect day-to-day work? On Jan. 28 at 1:00 p.m. ET, CFP Board is hosting a webinar to walk through the updates, potential impacts on organizations and what these standards signal about the future of financial planning. You will hear directly from: • Martin Seay, Ph.D., CFP®, 2026 Board Chair-Elect • K. Dane Snowden, COO • Kevin Roth, Ph.D., Managing Director of Research Register today: https://lnkd.in/eBJKKqES