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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

CFP Board chair-elect wants to increase awareness of CFP, improve advisor diversity

By Sabrina Ticer-Wurr July 19, 2024 Financial Planning

Terri Kallsen, CFP® is CFP Board’s new 2025 Board Chair-Elect. “CFP® certification is the cornerstone of continuing to have the fiduciary standard front and center and serving more clients,” said Kallsen.

Read more at Financial Planning

Financial Planning
Sabrina Ticer-Wurr
July 19, 2024