CFP Board Splits Into 2 Nonprofits, Aiming to Better Promote Financial Planning Profession

By Andrew Welsch January 25, 2023 Barron’s Advisor

The financial planning profession still needs more CFP® professionals, so CFP Board is setting up a new 501(c)(6) organization to help meet its goal of having 150,000 CFP® pros serving the public by the end of the decade. CFP Board CEO Kevin Keller and Board Chair Dan Moisand elaborate on the split.