UMD Financial Planning

09/11/2026

A rollover recommendation can have significant implications for a client and can create Material Conflicts of Interest for CFP® professionals. CFP Board’s new Guide to Applying the Fiduciary Duty to Rollovers provides practical guidance on identifying, disclosing and managing these conflicts while adhering to the Code and Standards. Explore the guide: https://www.cfp.net/ethics/compliance-resources/2026/08/guide-to-applying-the-fiduciary-duty-to-rollovers

09/09/2026

Save early, save often...

01/09/2026

Mentorship matters. CFP® professionals can play a direct role in shaping the next generation of planners by sharing real-world insight with CFP® exam candidates. From time management to effective study strategies, your experience can make a meaningful difference. Volunteer to be a mentor and give back to the profession: https://www.cfp.net/career-and-growth/get-involved/volunteer-opportunities/mentorships

12/11/2025

The CFP Board Mentor Program connects candidates for CFP® certification with established CFP® professional volunteers.

12/06/2025

A new CFP Board survey shows a complex outlook for 2026. Clients working with CFP® professionals feel both cautious and optimistic, with politics now the top financial concern. Nearly half still expect a positive year ahead, and confidence in long-term goals remains strong. Explore key findings from the 2026 CFP® Professionals Financial Outlook Survey: https://www.cfp.net/news/2025/12/political-climate-tops-financial-concerns-even-as-half-of-clients-maintain-positive-2026-outlook

11/09/2025

Considering a career in financial planning? The CFP Board Compensation Survey 2025 shows it’s a career that pays, supports work-life balance and delivers professional fulfillment:

💸 Competitive pay and benefits
💼 Flexibility and hybrid work options
📈 Career growth and high satisfaction

See why CFP® certification opens doors to meaningful work. Explore the survey: https://www.cfp.net/for-cfp-pros/financial-planner-compensation-trends

11/09/2025

From streamlining operations to notetaking, these seven money pros share the ways they make use of AI

06/11/2025

CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing the industry.

06/09/2025

Create your account!

Are you on the path to becoming a CFP® professional? CFP Board’s “Track Your Progress” tool is your personalized roadmap to certification. CFP® candidates can use it to:
🔹 Monitor certification milestones
🔹 Connect with a mentor
🔹 Register & prepare for the exam & more!

Whether you're just starting or halfway there, our tracker is here to help! Find it here: https://www.cfp.net/get-certified/track-your-progress

06/09/2025

CFP Board has unveiled the agenda for its 2025 Connections Conference, and it’s built to deliver impact. Happening October 6-8 in Chicago, this event brings the financial planning profession together for expert insights on:
✔️ AI in financial planning
✔️ Policy updates from Washington
✔️ Tax, estate and retirement strategies
✔️ Financial psychology and client care
✔️ Succession planning and recruiting
✔️ Working with diverse clients
CFP® professionals can earn up to 15 CE credits, including ethics. Early registration ends July 1. Learn more: https://www.cfp.net/news/2025/06/cfp-board-unveils-power-packed-agenda-for-2025-connections-conference