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New Bill Allows 529 Plans to Be Tapped for CFP, CPA Exams

By Melanie Waddell April 20, 2023 ThinkAdvisor

A new bipartisan bill would allow 529 plan funds to be used for professional credentials, including CFP® certification. CFP Board supports the bill and looks forward “to continuing to work with members of Congress, as we have over the last several years, to build support for the legislation and seek [its] enactment,” says Maureen Thompson, Vice President, Public Policy, CFP Board.

Read more at ThinkAdvisor

Melanie Waddell
April 20, 2023