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New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark

By Melanie Waddell April 08, 2025 ThinkAdvisor

The Freedom to Invest in Tomorrow’s Workforce Act would let families use 529 plan funds for postsecondary training and credentials — including CERTIFIED FINANCIAL PLANNER® certification. CFP Board said in a statement that it looks forward to working with the bill's co-sponsors.

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ThinkAdvisor
Melanie Waddell
April 8, 2025