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In the News

You May Soon Be Able to Pay for CE Credit With 529 Plan Funds

By John Manganaro May 23, 2025 ThinkAdvisor

The Freedom to Invest in Tomorrow's Workforce Act, part of the GOP tax bill in Congress, would allow 529 plan funds to be used for professional certifications like the CFP® designation. “This is a really important issue for us at CFP Board — something we’ve been advocating for across a few Congresses,” says Erin Koeppel, Managing Director of Government Relations and Public Policy Counsel at CFP Board.

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ThinkAdvisor
John Manganaro
May 23, 2025