Terri Kallsen Starts Role as CFP Board Chair

CFP Board announced that Terri Kallsen, CFP® began her term as board chair on January 1.“This profession is at an inflection point, and Terri is built for this moment,” said CFP Board CEO Kevin Keller, CAE as Kallsen takes on the role of setting policy, guiding strategy and championing standards on AI, ethics, client service and the quality of financial planning.

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