CFP Board and FPA Usher in New Leaders as Financial Planning Enters Pivotal Year

Terri Kallsen, CFP® has begun her term as CFP Board Chair, overseeing standards for more than 107,000 CFP® professionals nationwide and leading the CEO succession process as Kevin Keller, CAE retires in April. Terri’s priorities include artificial intelligence (AI) standards, ethics and client service while strengthening the CFP® professional talent pipeline.

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