CFP Board Tightening CE, Experience Standards for Planners

New CFP Board competency standards rolling out in 2026-2027 expand qualifying experience requirements, allow pro bono work to count toward certification experience hours and clarify readiness standards for independent practice. CFP Board Chair Terri Kallsen, CFP® emphasized the changes ensure certification standards evolve alongside the profession's demands, while CEO Kevin R. Keller, CAE noted the updates prepare certificants to navigate the growing complexity of financial planning.

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