In the News
CFP Board's New Chair Begins Term, With CEO Search Underway
The priorities for incoming 2026 CFP Board Chair Terri Kallsen, CFP® include overseeing the CEO transition as Kevin R. Keller, CAE retires this spring, while addressing artificial intelligence and the quality of advice in financial planning.
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Wealth ManagementPatrick Donachie
January 6, 2026