New Law, New Resources: Prepare for What’s Ahead

When new legislation affects financial planning, CFP Board is committed to helping you understand what it means and how it impacts the profession. The legislation titled “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, is wide-ranging legislation that affects many parts of the financial advice ecosystem, including CFP® professionals, candidates for CFP® certification, Registered Program directors, students and education providers.

The March 2026 CFP® exam will be the first exam to include OBBBA-related questions.

CFP Board is committed to helping you navigate how this law will impact the practice of financial planning.

In late October, CFP Board will release a double peer-reviewed OBBBA Key Elements publication and announce a webinar series to help CFP® professionals, educators and CFP® exam candidates understand how OBBBA affects financial planning and advice. For each relevant provision, CFP Board will:

• Identify relevant CFP Board Principal Knowledge Topics;
• Explain the change and its impact;
• Highlight planning opportunities and considerations;
• And provide suggested learning objectives.

With parts of OBBBA still pending IRS guidance, we will continue to create and share resources to help members of the financial planning community navigate the evolving landscape.

If you have any questions, please contact us.