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Announcement

Read the June 2024 CFP Board Report Newsletter

June 20, 2024

The June 20, 2024, edition of the CFP Board Report Newsletter includes:

  • Introducing Simone Lee, CFP®, the 100,000th CFP® Professional in the U.S.
  • Board Directors Meet With Congressional Representatives to Discuss U.S. Department of Labor’s Retirement Security Rule
  • Industry Insights: CFP Board Advocacy Gives Voice to CFP® Professionals
  • CFP Board Promotes Adam Zajac to Managing Director of Investigations and Appoints William Mann as Managing Director of Adjudication
  • New CFP Board Research Reveals Millennials’ Top Life Goal: Financial Independence
  • “It’s Gotta Be A CFP®” Public Awareness Campaign Wins Silver Advertising Category Award from The Drum

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