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CFP Board Splits Into 2 Nonprofits, Aiming to Better Promote Financial Planning Profession

By Andrew Welsch January 25, 2023 Barron’s Advisor

The financial planning profession still needs more CFP® professionals, so CFP Board is setting up a new 501(c)(6) organization to help meet its goal of having 150,000 CFP® pros serving the public by the end of the decade. CFP Board CEO Kevin Keller and Board Chair Dan Moisand elaborate on the split.

Read more at Barron’s Advisor

Barron’s Advisor
Andrew Welsch
January 25, 2023