CFP Board @CFPBoard
CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro CFP.net Washington, D.C. Joined October 2008-
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Why shouldn’t advisors have to act in the client’s best interest, regardless of investment choice? CFP Board General Counsel Leo Rydzewski explains how the @USDOL’s final Retirement Security Rule addresses this, requiring advisors to prioritize clients' best interests in this…
No matter where you are in your #finanicalplanning career, make sure to use CFP Board’s Career Center to search for current job & internship opportunities at firms across the country. Create your profile today: cfp.net/career-and-gro… #CFPpro
On May 16 at 1:00 p.m. ET, CFP Board is bringing together a panel of CFP® professionals to discuss how to create a successful study plan for the #CFPexam. We’ll also provide an overview of exam prep resources and a Q&A session. Register today: cfp.net/events/2024/05… #CFPpro
Tomorrow is #TeachChildrenToSaveDay! Learn how to discuss money and other financial topics with your children with these tips from CFP Board Ambassador Daniel Forbes, CFP®: letsmakeaplan.org/financial-topi…
Advisors: Are you effectively navigating the expanding role of planning technology? Learn how to adhere to CFP Board's Technology Standard when selecting the right tools for your clients in this @manganaro_news article in @ThinkAdvisor: thinkadvisor.com/2024/04/24/9-t…
Americans work hard for their money and deserve retirement advice in their best interest. CFP Board CEO Kevin Keller (@krkindc) highlights the significance of the @USDOL’s final Retirement Security Rule in this @barronsonline guest commentary. Read here: barrons.com/articles/retir…
Curious about your career path in #financialplanning? Watch this webinar from our Spring Career Fair where #CFPpros discuss tips for finding the best-fit job, honing client-facing skills & advancing your career with CFP® certification. View here: careers.cfp.net/article/webina…
How do you estimate in advance how much a retiree will want or need to spend? CFP Board Ambassadors Charles Weeks, JD, CFP® and David Zuckerman, CFP® offer tips to create a realistic retirement budget in this @FAMagazine article by @benmattlin: fa-mag.com/news/retiremen…
Insurance comes in all shapes & sizes, so make sure you have the right coverage for you & your family. CFP Board Ambassador Rachael Camp, CFP® (@camp_wealth) has compiled useful information to help you customize your plan in this #LetsMakeAPlan article: letsmakeaplan.org/financial-topi…
Searching for colleges and universities with CFP Board Registered Programs? Our “Find an Education Program” allows you to search through hundreds of programs and find the one that’s right for you: cfp.net/get-certified/… #CFPro#FinancialPlanning
Join us for the “What to Expect on Exam Day” webinar on May 2 at 1:00 pm ET to learn about exam registration, what to expect on exam day and more. Sign up today: cfp.net/events/2024/05… #CFPpro #CFPexam
Financial independence starts with a strong financial plan. This #InternationalFinancialIndependencDay, we encourage you to work with a #CFPpro to help get you on the path to financial independence. Find one here: bit.ly/FindCFPpro
CFP Board CEO Kevin Keller (@krkindc) and Managing Director of Government Relations and Public Policy Erin Koeppel attended the @WhiteHouse’s unveiling of @USDOL’s final Retirement Security Rule yesterday with @ActSecJulieSu.
🔔 We’re excited to share @CFPBoard's recently published Guide to CFP Board’s Technology Standard. This comprehensive resource will help financial professionals navigate the tech landscape & comply with CFP Board’s Technology Standard. 👇🏽 Learn more: bit.ly/3JvOGHY
Why do wealth advisors stay or leave their firms? See insights that can help you improve employee retention in this #FinancialPlanningReview article. Free access for a limited time: onlinelibrary.wiley.com/toc/25738615/2… @wiley_finance @Stephen_Horan
Save the dates! Connections: CFP Board Conference is coming to Washington, DC September 29 - October 1, 2024. ⭐ 50 Sessions ⭐ CE Credits ⭐ Networking Opportunities Registration coming soon #CFPproDiversity
Don't miss the CFP Board Updates from CFP Board COO @kdanesnowden and Board Chair Matthew Boersen, CFP® (@mboersen) this May at @NAPFA's Spring 2024 National Conference. Register now: napfa.org/conferences/na… #NAPFA24
When meeting with a #CFPpro for the first time, gathering the right documents is critical to helping them craft a tailored financial plan that’s right for you. Learn more about what to bring to your first visit with a financial planner: letsmakeaplan.org/getting-ready/… #FinancialPlanning
We commend @USDOL for expanding fiduciary advice under ERISA with the final Retirement Security Rule. By aligning with investor expectations, this rule helps ensure that financial professionals prioritize clients' best interests, enhancing retirement security for all Americans.…
Election outcomes have historically had a short-term effect on the stock market. CFP Board Ambassador JJ Burns, CFP® explains why you should stick with your investment plan even in an election year in this #LetsMakeAPlan article: letsmakeaplan.org/financial-topi… #CFPpro #FinancialPlanning
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionals
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Brendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Colton Etherton, CFP�.. @thetattooadvisr
2K Followers 1K Following Unique Websites for Financial Advisors + Advisor Success at @get_elements tweets≠advice
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
Daniel Yerger, MBA, C.. @DanielYerger3
1K Followers 57 Following Owner of MYWP, PhD in PFP Candidate studying compensation, teach investment & retirement at UC Boulder, Nexgen Rep @ FPA Executive Committee, NAPFA West Board.
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Stephanie Young @Stephlyoung01
107 Followers 1K Following
ultimate.network.dfw @U_N_dfw
23 Followers 238 Following
Croakus Token @CroakusToken
35 Followers 398 Following 🐸 Join the revolution with Croakus! 🚀 Meme token championing decentralization & community governance 🌍 Let's hop into the future together! #Croakus #Crypto #
Daniel Amador @DanAmador24
204 Followers 512 Following You never finish what you haven't started -DirtyDan
John Thomas @JThomasNY
1K Followers 153 Following Family. Laughter. Sports. Investments. Common Sense.
Victor Morales @VMMB25
10 Followers 207 Following As a financial representative at Northwestern Mutual, I've been excited to educate and help people to strategically plan their goals.
Akshay @akshay__parikh
76 Followers 1K Following
Wyatt amdor @wywytheflyguy
177 Followers 192 Following
Reid Palmer, CFP® @ReidPalmerAB
422 Followers 512 Following help humans & nonprofits with all things financial https://t.co/nygwRHXjkz
tfc @StepsToInvest
314 Followers 438 Following
Steve Wittwer @wittwes
21 Followers 460 Following
Austin @austin___head
603 Followers 404 Following show me the incentives and I’ll show you the outcome
AI & Partners @AI_and_Partners
1K Followers 6K Following The European Union AI Act coming into force in 2024 aims to address problems associated with the use, development and/or deployment of AI systems.
Jamie Ebersole, CFA @EbersoleJamie
1K Followers 155 Following CEO of Ebersole Financial LLC. Helping busy families manage their finances so they can live their lives. Tweets/retweets aren't endorsements/recommendations.
————- @unheadlessman
1 Followers 10 Following
Alexander Ezra @AlexanderDEzra
1 Followers 18 Following Financial Planner. I help people organize & optimize their finances so they can focus on what matters
ioaffitto.it @ioaffitto
643 Followers 3K Following https://t.co/h31FHIDgO7 è Il portale immobiliare ideale per trovare case, stanze, uffici, negozi in affitto, affitto breve, o vendita.
Bill3387 @bill3387
128 Followers 47 Following
Always On Call, LLC @AlwaysOnCall24
5 Followers 128 Following We provide specialized supplemental labor, assisting disaster restoration companies get large and ov
Scarlett @scarlet1020445
193 Followers 123 Following Sassy, classy ,and a bit smart -asst✌️ 👩🏼💻puppy lover 🐶#travel✈️✈️✈️#swimming#diving#hiking #golf ⛳️
Christian @cmhansen_3
9 Followers 263 Following
Eldwin (Charlie) Nich.. @EaCharlieNichol
69 Followers 51 Following Attorney - Financial Services Industry
Toby Mayfield New Yor.. @TMayfieldNYL
40 Followers 284 Following Agent with New York Life. Not licensed in all jurisdictions.
Zax Collectibles @zacharygilula
192 Followers 772 Following Consumer of words, Technology Junkie, Enterprise Seller, Entrepreneur, Investor, SaaS Junkie, Contrarian, US Soccer Fanatic
JDM @jdmecu89
0 Followers 120 Following
Cody Winter @cmwinter3
3 Followers 41 Following
Monique Hernandez @MoniqueHer96739
0 Followers 447 Following
Monique @Monique1983288
0 Followers 24 Following
Terrell Smith @Terrell_585
27 Followers 68 Following Simon Business School MBA 2024 Professional Wrestling and Sports Entertainment Enthusiast
Tim Cheatham @TimCheatham1970
2 Followers 152 Following
Golden Head @GoldenHead19
12 Followers 70 Following
うよこ @uyoko330
573 Followers 924 Following 旅行、読書、お酒、美味しい食べ物、阪神タイガース、大相撲が好きな銀行バックオフィス部門に勤務しているおばちゃん役席者です。 発信は少ないです。 AFP保有、2023年12月 CFP試験6科目合格しました。 無言フォロー失礼します。
Connor @cac2174
4 Followers 49 Following
PBJ @pbjcapital
23 Followers 52 Following
Maslow Wealth Advisor.. @Maslow_Wealth
9 Followers 67 Following
Hemant Bhanushali @RupeeGym
121 Followers 2K Following
Con @tasaokakon
71 Followers 167 Following
Sam Bones @SamBones1102
44 Followers 68 Following
Haven Global Relocati.. @NewLifeHaven
1K Followers 92 Following Embark on Your New Life Journey with Ease! Our Global Team of Immigration Professionals Globally to Ensure You a Smooth Transition to Live Your Best Life
dogs and horses @DogsHorsesAMC
60 Followers 923 Following
Luciana Araújo @psicologiaepf
0 Followers 4 Following
DanielaBelloli @daniela_belloli
12 Followers 111 Following
Amit Singhal @amitritvik10
0 Followers 11 Following
Qrreytuu @qrreytuu35132
0 Followers 60 Following
Leo Chen @3700isnear
23 Followers 49 Following
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Christine Benz @christine_benz
32K Followers 1K Following Director of personal finance and retirement planning for Morningstar + co-host of The Long View podcast. Serving up practical financial guidance for the people.
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Jeremy Walter @jeremywalter
5K Followers 367 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Jude Boudreaux CFP® @HJudeBoudreaux
9K Followers 4K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Carolyn McClanahan @CarolynMcC
18K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @BarronsOnline @Forbes
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Hannah Moore, CFP® @thehannahjmoore
3K Followers 799 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
Kyle Moore @KyleSMoore
2K Followers 498 Following CFP® | Founder of Quarry Hill Advisors | Here to synthesize what I'm learning about business, investing, and personal financial planning
Arlene Donley Moss (s.. @ArleneDMoss
2K Followers 1K Following Coach of fee-for-service planners. Skier, cyclist, hiker. - Transparency - Honesty - Integrity - Supportive #RideYourOwnRide #THISmovement
Wiley Finance @wiley_finance
6K Followers 1K Following We publish finance research and books. We’ll help you build your career, get published and connect you with the latest articles.
Tobias Salinger @TobySalFP
3K Followers 5K Following Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]
Victoria Zhuang @vazhuang
546 Followers 614 Following Business journalist. Words in @ThinkAdvisor, @FinPlan, @AmerBanker, @BostonGlobe. M.S. @columbiajourn '22, @aaja, @djnf, @SABEW she/her. RT’s not endorsement.
FARE @FAREcoalition
4 Followers 0 Following The FARE mission is to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities served.
FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
Tracey Longo @TraceyFAMag
624 Followers 1K Following Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.
Rethinking65 @rethinking65
339 Followers 589 Following For financial advisors and others helping clients age 50-plus. We explore retirement, money, longevity, work and homes, and want to change thinking on aging.
Citywire RIA @CitywireRIA
4K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S. 🇺🇸 | HQ: @Citywire
Rebecca Chen @RebeccaChenP
232 Followers 128 Following 👩🏻💻Reporter & 2023 fellow at @yahoofinance l 📊CPA licensed I 🧮Former @EY l 🐑 I have a feisty bichon | Opinions are mine. RT ≠endorsements.
Ronda L. Lee @WritesRonda
605 Followers 80 Following Writer-Lawyer Senior Reporter @YahooFinance. Founder @Rondaisms. Opinions my own. Racist and sexist comments will be deleted and blocked.
Earn Your Leisure @EarnYourLeisure
98K Followers 13 Following Business & Important Things. Click The Link for All Info
Psychology of Financi.. @PsychOfFinPlan
79 Followers 237 Following Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broader range of clients.
Stephanie Hallett @stephhallett
2K Followers 1K Following Writer, editor, retired high school figure skater. Past: @BusinessInsider, @hellogiggles, @msmagazine, @huffpost. Extremely Canadian. she/her
Sarah O'Brien @sarahtgobrien
3K Followers 1K Following Lover of hip hop, my piano, Doritos and motherhood. Incapable of committing to a favorite color.
James N Katsaounis @kats437
46 Followers 105 Following
Kamila Elliott, CFP(R.. @kamila_elliott
813 Followers 471 Following CFP Board Chair -2022, CNBC Advisor Council, Dedicated to closing the wealth gap, Advocate for financial independence!
RIAIntel @RIAIntel
2K Followers 73 Following Authoritative news and analysis for private wealth managers. Sibling to @iimag.
Real Simple @RealSimple
1.3M Followers 1K Following Creative, practical & inspiring solutions to make life easier. Follow us on Instagram at Real_Simple
U.S. News Money @USNewsMoney
34K Followers 981 Following Find a job, keep it, and learn to save your paycheck with career and personal finance advice from U.S. News.
Envestnet @ENVintel
4K Followers 649 Following A Better Way to Manage Wealth. Privacy statement: https://t.co/ylAAZ7QoTx. Social media disclosure: https://t.co/79xJvwWlye.
Cal Lutheran @CalLutheran
6K Followers 383 Following Official Twitter account of California Lutheran University. Where open-minded students grow as individuals, pursue their passions and discover their purpose.
Invest in Others @investinothers
3K Followers 663 Following Invest in Others is the premier non-profit that objectively recognizes philanthropy and facilitates charitable involvement in the financial services industry.
Ellen Chang 張 心 �.. @EllenYChang
12K Followers 13K Following Freelance journalist writing about stocks, personal finance, banking, tech and energy. Formerly at @TheStreet. Proud Purdue grad.
Ashlyn Ingalsbe @AshlynIngalsbe
10 Followers 74 Following iced coffee connoisseur. animal lover. workout junkie. self-proclaimed foodie. DC sports enthusiast. #BeTheChange
Shashin Shah @shashinshah
13 Followers 35 Following
Pat Donachie @PatDonachie
463 Followers 1K Following Staff writer @wealth_mgmt. Formerly @EdDiveK12, @TimesLedger, @CityLimitsNews. @newmarkjschool alum. Permanently fledgling musician.
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]
JFCP @JFCPfinance
274 Followers 673 Following Journal of Financial Counseling and Planning. Publishing peer-reviewed research articles for financial counseling, planning and education.
るくと @stdu447
12K Followers 12K Following 都内で働くアラサー会社員です。性に関して呟いています。ツイート内容が内容なので、閲覧はお気をつけて🙇♂️DM等はお気軽にどうぞ。
FinPlanReview @FinPlanReview
62 Followers 164 Following
Paul Katzeff @IBD_PKatzeff
3K Followers 3K Following Senior Writer/Reporter for Investor's Business Daily
Matt Aaron, CFP®, RI.. @iamMattAaron
10K Followers 10K Following Financial Advisor for Physicians, Attorneys, and Business Executives| Entrepreneur| Motivator | Philanthropist | HU Alum
Ben Sullivan @BenCSullivan
347 Followers 1K Following Certified Financial Planner™ @palisadeshudson. I help clients make important decisions when it comes to money and their family.
Jeffrey Weber @jjjinvesting
156K Followers 171K Following Invest with unique contrary LEAPS options AIM method & half cash - free book & newsletter https://t.co/PgtbeaSDxf - high profits - Vietnam Veteran
Samantha Breccia @SamBreccia
497 Followers 818 Following did you know stressed spelled backwards is desserts
Sarah Makuta @sarahmakuta
988 Followers 1K Following probably drinking a Diet Coke. | media is fun. | @FordhamNYC alum
David Certner @DavidCertner
3K Followers 506 Following AARP Legislative Counsel and Legislative Policy Director working on behalf of older Americans for 30+ years. (formerly verified)
SABEW @SABEW
5K Followers 2K Following Society for Advancing Business Editing and Writing ... The association for business journalists
2050 TrailBlazers @2050TBs
665 Followers 21 Following Creator & Host @Rianka_D | Award-winning podcast aimed to directly address DEI in the financial planning profession by engaging experts & provide solutions
Chris Hardy, CFP® EA @chrishardyatl
312 Followers 386 Following
AssetMark @AssetMark
2K Followers 419 Following Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.
Sallie Krawcheck @SallieKrawcheck
68K Followers 2K Following CEO and co-founder @Ellevest. Past head of Merrill Lynch & Smith Barney, CFO of Citi, research analyst. Rabid UNC basketball fan. Author of Own It. Mom.
University of Illinoi.. @UofIllinois
106K Followers 7K Following All the latest from the University of Illinois Urbana-Champaign.
The Wharton School @Wharton
311K Followers 417 Following Wharton School of @Penn, the world's first collegiate business school. Advancing business, education and society at large since 1881. #TheWhartonWay
Cornell University @Cornell
402K Followers 642 Following Learning. Discovery. Engagement. Join the #Cornell conversation.
UGA @universityofga
145K Followers 505 Following As the birthplace of public higher education, we #CommitTo our future, to each other and to a better world.
You've committed to taking the CFP® exam, one of the most difficult financial exams in existence. Follow these 5 tips from @CFPBoard — the people who created the exam — to make sure you go in prepared to pass: youtu.be/mBcFaB9G5rA #CFP #CFPExam #CFPPro #FinancialPlanning
My first article is out!
Insurance comes in all shapes & sizes, so make sure you have the right coverage for you & your family. CFP Board Ambassador Rachael Camp, CFP® (@camp_wealth) has compiled useful information to help you customize your plan in this #LetsMakeAPlan article: letsmakeaplan.org/financial-topi…
🔔 We’re excited to share @CFPBoard's recently published Guide to CFP Board’s Technology Standard. This comprehensive resource will help financial professionals navigate the tech landscape & comply with CFP Board’s Technology Standard. 👇🏽 Learn more: bit.ly/3JvOGHY
CFP® professionals – at all times – are committed to placing the interest of their clients above their own. #LetsMakeAPlan. View my accomplishment here: scl.io/pr5KT83 via @CFPBoard
Excellent tips!
A key part of preparing for the #CFPexam is developing a study plan. Check out this video to learn about the most effective study strategies and the resources at your disposal: youtube.com/watch?v=mBcFaB… #CFPpro #FinancialPlanning #StudyTips
Last chance to register! Don’t miss tomorrow’s webinar at 1pm ET with Kathy Stokes, “Helping Older Americans Navigate Fraud,” which will explore how financial planners and their clients can prevent, fight, and recover from fraud. Eligible for CE credit! ffpprobono.org/webinar-2024-4/
Time is ticking on your chance to delve into Financial Planning Review's 50th anniversary issue for FREE! Don't miss out on this insightful journey through 50 years of CFP® certification. 🔗 Free access until June 30th: ow.ly/ORWP50Riy0M #CFP50 @CFPBoard
Congratulations to our financial planning students at the @lorascollege Legacy Symposium who exhibited their research, case studies, and planning recommendations. Very proud of you all! @CFPBoard #Practitioners #researchers @TelegraphHerald @FPANexGen
Congratulations to @CFPBoard on surpassing 100,000 certified financial planners today! This is an exciting #milestone for the CFP Board, who sets the #standard for financial planners to ensure the public has access to the benefits of competent and ethical financial planning.
Congratulations to CFP Board for reaching 100,000 CFP professionals in the U.S., representing the largest CFP professional community in the world. #CFP #financialplanning
I am more than happy to announce that I am officially a CFP® PROFESSIONAL! I am now part of less than 2% of Black/African American advisors who hold this certification and less than 6% under age 30 that have achieved this designation.
Are you looking to make a career change or explore new opportunities in financial planning? @CFPBoard's Spring 2024 Virtual Career Fair on 4/19 and is free and the ideal place to start applying! Sign up today: ow.ly/kQyz50QQcZh
Happy #TaxDay2024 Super Honored @Nasdaq #advisorcouncil #cfppro @CFPBoard
CFP® professionals – at all times – are committed to placing the interest of their clients above their own. #LetsMakeAPlan. View my accomplishment here: scq.io/XIHkdr3 via @CFPBoard
A survey finds that nearly all Americans (97%) agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client's best interest. ntsa-net.org/industry-intel… 📊@CFPBoard
The count down to the July @CFPBoard exam begins! Wish me luck in my studies, I’m excited and nervous all at the same time. This exam means a lot to me and I want to add my name to the list #black CFPs Time to #Followthrough #CFPexam #LockedIn #Athletesintheworkplace
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