Tr?id=566623520170033&ev=PageView&noscript=1

ÍøÆØ³Ô¹Ï

CFP Board Reaches Milestone with 100,000 Certified Financial Planners

Posted on July 11th, 2024 at 3:27 PM
CFP Board Reaches Milestone with 100,000 Certified Financial Planners

From the desk of Jim Eccleston at ÍøÆØ³Ô¹Ï

The CFP Board recently announced a significant milestone, surpassing 100,000 Certified Financial Planners (CFPs). Barron’s reports that this achievement marks a major step in the organization’s ongoing efforts to grow its ranks and establish the CFP credential as essential for financial advisors.

Since Kevin Keller became CEO of the CFP Board in 2007, the number of CFPs has doubled. The board highlighted Simone Lee of Merrill ÍøÆØ³Ô¹Ïalth Management as the 100,000th CFP professional, reflecting the highest number of CFP professionals ever dedicated to serving the public’s need for competent and ethical financial planning.

CFP professionals now make up about one-third of retail financial advisors. As demand for CFPs continues to grow, the CFP Board is actively working to build a sustainable talent pipeline.

Through its Career Center, the board connects employers with skilled professionals and fosters a diverse workforce that mirrors American communities.

 

ÍøÆØ³Ô¹Ï LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.

Tags: eccleston, eccleston law

Return to Archive

TESTIMONIALS

Previous
Next
Quotes Bigger

Fantastic news!!!!  Your professionalism, support and expertise were greatly appreciated.  You made a difficult situation much more bearable.

Marci M.

LATEST NEWS AND ARTICLES

1783615970 Law
July 9, 2026
FINRA Suspends Former Branch Manager for Supervisory Failures Linked to Excessive Trading and Churning

A former regional branch manager at a broker-dealer has agreed to Financial Industry Regulatory Authority (FINRA) sanctions after the regulator found that he failed to supervise registered representatives who engaged in excessive trading and churning of customer accounts.

1783525964 Law
July 8, 2026
SEC Sanctions David Lerner Associates for Regulation Best Interest Violations

David Lerner Associates has agreed to settle Securities and Exchange (SEC) charges alleging violations of Regulation Best Interest (Reg BI) that resulted in unnecessary costs to retail investors, according to InvestmentNews.

1783434190 Law
July 7, 2026
Private Credit Funds Face Mounting Redemption Pressure as Investor Sentiment Shifts

A surge in investor redemption requests has intensified pressure on private credit funds, raising concerns about liquidity and long-term stability across the asset class, as reported by The Wall Street Journal.