October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
Weekend Reading for Financial Planners (September 27–28)
As the financial advice ecosystem and its regulations evolve, advisors and firms have increasing opportunities to shape policy at both state and federal levels. CFP Board recently released six public policy priorities, most notably advocating for a legal fiduciary standard for all financial advice providers.
Nerd's Eye View (Kitces.com)Adam Van Deusen, CFP®
September 26, 2025