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Legislation Would Allow Use of 529 Funds to Finance Training for CFP Credential

By Mark Schoeff Jr. April 25, 2023 InvestmentNews

CFP Board supports new legislation that would allow money from 529 educational savings plans to pay for education and training related to CFP® certification. “Professional certifications and other postsecondary credentials provide Americans with pathways to upward mobility, financial opportunity, and career development,” says Maureen Thompson, Vice President, Public Policy, CFP Board.

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Mark Schoeff Jr.
April 25, 2023