Fraud moves fast. That’s part of what makes it so hard to stop. Someone gets a call, feels rushed, moves money. By the time a family member, a financial professional or the firm holding the account catches it, the money is gone.
There’s almost always a moment where someone could step in. It’s just short.
Three weeks left to register forCFP Board Connections Conference! Make plans to join colleagues from across the financial planning profession October 5-7 in Las Vegas for three days of insights, networking and professional development. Explore timely sessions, connect with peers and earn up to 15 CE credits, all while experiencing the energy that Las Vegas has to offer.
Online registration closes September 18 at 11:59 p.m. ET, so register now to secure your spot.
Fall Scholarship Application Window Open
The window to apply for Fall Education Scholarships is open now through September 30. Share this opportunity for financial support with individuals in your network who are working toward CFP® certification. Scholarships are available for undergraduate, graduate and certificate-level students. Learn more about Fall Education Scholarships here.
CPSI: Client Confidence in Economy Rebounds From Spring Dip
Client confidence has been on an upswing between the spring and summer of 2026, despite heightened concerns about inflation, affordability and greater market volatility, according to the recently released Summer 2026 CFP® Professionals Sentiment Indices (CPSI). This quarterly survey tracks the financial outlook of Americans and CERTIFIED FINANCIAL PLANNER® professionals by examining the state of current advisor-client relationships.
Half of CFP® professionals (51%) indicate that their clients’ sentiment has held steady over the past year, with similar proportions assessing their clients’ financial outlooks as having improved or worsened over the past 12 months.
70% of CFP® professionals report that their client bases have grown over the past year, and a similar share expects further growth over the next 12 months.
When a client switches jobs or retires from the workforce, one of the questions you are likely to get is, “Should I roll over my employer retirement plan?” That simple question can lead to significant consequences.
That’s why CFP Board published the Guide to Applying the Fiduciary Duty to Rollovers, a new resource that helps CFP® professionals provide financial advice on whether to roll over assets from an employer plan while fulfilling their fiduciary obligations and adhering to CFP Board’s Code of Ethics and Standards of Conduct.
Don’t miss out on the latest insights, tips and resources from CFP Board’s Knowledge for Practice, a monthly newsletter designed to help you keep up to date with best practices in the financial planning profession.
CFP® Exam Update: Record Participation for July Exam
The July 2026 CFP® certification exam was the largest July exam in history, with 3,621 candidates sitting for the exam. The pass rate for the July 2026 exam was 66%.
New July exam records were also achieved for women candidates (1,011) and for racially and ethnically diverse candidates (834), making July 2026 the third most diverse exam of all time.
Registration is open for the November CFP® exam, with testing available October 29 to November 5. Learn more and register at CFP.net/exam.
From LetsMakeAPlan.org: ‘Student Loan Repayment 101: A Practical Guide to Managing What You Owe’
CFP Board Ambassador Lauryn Williams, CFP® breaks down the new federal rules that took effect on July 1, 2026, that recategorize student loan repayment options based on when borrowing occurred. Whether a client is already repaying, still in school or about to borrow for the first time, this practical guide breaks down the different options and how they apply to borrowers.
Pro Bono Update: You Are Probably Doing More Pro Bono Than You Think
You might not think of yourself as a “pro bono volunteer.” But if you’ve used your financial planning expertise to help someone who otherwise couldn’t afford it, you may already be making a difference through pro bono service.
Pro bono can take many forms — from volunteering for a nonprofit to providing financial planning guidance to someone in your community. If you’ve given your time and expertise to help someone with their financial well-being, we want to hear about it.
In 2025, CFP® professionals reported more than 433,000 hours of pro bono service, representing approximately $130 million in financial planning services. Help us capture the impact of pro bono service in 2026 by reporting your hours to CFP Board.
Live Webinar Series: Advancing Safety and Financial Well-Being for Survivors of Domestic Violence
Join the Foundation for Financial Planning (FFP) and the Center for Survivor Agency and Justice (CSAJ) for FFP’s final webinar series of the year. Designed for financial professionals, this two-part series covers how to recognize economic abuse, conduct safe assessments, and adapt planning strategies to support the safety and long-term autonomy of survivors of domestic violence. This webinar series will be presented by Erika Sussman, JD, LLM, Founder & Executive Director of CSAJ as well as Katie VonDeLinde, MSW, LCSW, Expert Advisor for CSAJ. These free webinars offer one CE credit each for CFP® professionals.
A contribution to CFP Board Center for Financial Planning helps expand access to CFP® certification, strengthen the talent pipeline and bring competent, ethical financial planning to more Americans. Donate through your CFP Board account or at CFP.net/donate.
Don’t miss this opportunity to make your mark — with a personalized pen that’s perfect for everyday use or sharing with others.
Professional, polished and uniquely yours. Each classic, retractable ballpoint pen is engraved with It’s Gotta Be A CFP® branding on one side and your personalization (name and credentials only) on the opposite side. Available for a limited time: Get your personalized pens before this Sunday, August 30!
We're Hiring: Careers at CFP Board
At CFP Board, we believe each employee contributes directly to our organization's growth and success. We're currently looking to fill several positions in our Washington, DC, office. View the list of currently open positions, and please share these opportunities with your colleagues who may be interested.
