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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 Names Rise Growth Partners Executive as Chair-Elect

By Patrick Donachie July 17, 2024 Wealth Management

CFP Board announces Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Reflecting its commitment to supporting the fiduciary standard, CFP Board supports the Department of Labor’s fiduciary rule, including by submitting an amicus brief.

Read more at Wealth Management

Wealth Management
Patrick Donachie
July 17, 2024