1.5K
CFNo ID? No exam.
The July CFP® exam is around the corner. Before test day, check out what to bring (and what to leave behind) in this video. #CFPexam #FutureCFPpro #CFPBoard #TestPrep
@cfpboard
#Cfpboard
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250
RLDavid Weigel didn’t steal. Didn’t lie. Didn’t underperform. He exposed family court corruption. Now the CFP Board is targeting his designation. That’s not consumer protection. That’s retaliation. #DavidWeigel #CFPBoard
https://loom.ly/5ngK5xU
@rluthmann
171
QUWorking mothers in financial services often face complex — and often unspoken — career decisions. The Motherhood Matrix: Career, Caregiving & Strategic Tradeoffs brings those conversations to the forefront.
Join us for an honest and insightful discussion on navigating promotions, childcare, travel, leadership opportunities, and the strategic tradeoffs many women make along the way.
Hear from an incredible panel of leaders:
🎤 Seema Naicker, CFP® — Director, Program Development, Access & Diversity, CFP Board of Standards
🎤 Khadia Michel — Financial Advisor, Ameriprise Financial LLC
🎤 Kawthar Rabie — VP, Financial Advisor Team Lead, J.P. Morgan Wealth Management
🎤 Brandy Mickens — Executive Vice President, Equitable Advisors
Together, they’ll share personal experiences, lessons learned, and perspectives on how firms can better support working mothers in the profession.
📌 Don’t miss this important conversation — register today!
#QuadA25 #WomenInFinance #WorkingMothers #FinancialServices #Leadership #WIIN2026
@quadasocial
229
YO⚠️ Bad financial advice? Here’s how to protect yourself.
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If an advisor gave you misleading advice or sold investments without proper disclosures, follow these 5 steps:
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✔️ Assess the issue – Determine if it’s fixable or a dealbreaker.
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✔️ Confront the advisor – Ask direct questions and evaluate their response.
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✔️ Consider switching – Look for a fiduciary advisor who puts your interests first.
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✔️ Report misconduct – If needed, file complaints with FINRA, SEC, and/or the CFP Board.
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🚨 Before hiring any financial advisor, check their BrokerCheck profile...
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It only takes two minutes and could save you from a costly decision!
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#personalfinance #financialadvisor #fiduciary #investing #wealthmanagement
@youstaywealthy
3.7K
FP✈️ Fully funded flight, hotel, and national conference — all through GMU’s Financial Planning & Wealth Management (FPWM) Concentration. ✨
From October 6–8th, Nitish Kommoju, President of the Financial Planning Association at GMU and one of two @cfpboard Liaisons at GMU, attended the 2025 CFP Board Connections Conference in Chicago and was sponsored by the CFP Board.
170 students in financial planning from across the nation joined panels, discussions, and networking sessions. Nitish was one of just seven students nationwide selected for the Inaugural CFP Hall of Fame Celebration Dinner, celebrating trailblazing planners and connecting with industry leaders.
As part of the FPWM Concentration at GMU’s Costello College of Business, Nitish has access to scholarships, internship and job postings, experiential learning opportunities, sponsorship for conferences and local events, and the ability to connect directly with the FPWM Advisory Board — all while preparing to sit for the CFP exam right after graduation.
💡 Talk to your Academic Advisor about the FPWM Concentration today and start creating opportunities like these for yourself!
#CostelloMeansBusiness #FutureCFPPro #CFPConnections2025 #CFP #FinancialPlanning #WealthManagement #StudentExperience #GMU #CareerOpportunities #Networking #FinanceStudents #ProfessionalGrowth
@fpa_gmu
2.7K
ME9 in 10 of us are actively trying to cut down our debt.*
But where do you even start?
With Debt Reset, you get a paydown plan that fits your life.
Let’s work toward zero 🤎
https://www.cfp.net/news/2024/12/reducing-debt-is-americans-no-1-financial-priority-for-2025-cfp-board-research-finds
*Source: Reducing Debt Is Americans’ No. 1 Financial Priority for 2025, CFP Board Research Finds, CFP Board
@meetcleo
641
KNCurrently airing, this was a fun piece to JUMP INTO with @thebuntingroup BUNTIN 👨⚕️ 🔈, music + sound for the CFP Board that is!
Music: weirdos that need to tag themselves in their own post @knockitoutmusic
EP: @rntunes24
Composer: @sehainesmusic
Sound: @harperlevesque for @plushnyc
@knockitoutmusic
311
MAOn the hunt for financial advice? Not all advice is created equal! 🚫👀
In this reel, I’m uncovering how to navigate the web to find genuine, credible financial professionals. Don't just stumble into advice—be strategic about where you look!
🔍 Check out sites like BrokerCheck or the CFP Board to verify the credentials and history of financial advisors. Know who’s handling your money and what their track record says about them!
💬 Let's dive deeper into how you can ensure your financial advice comes from trusted sources. Because when it comes to your finances, only the best will do!
#FinancialAdvice #TrustButVerify #BrokerCheck #CFPBoard #SmartInvesting
@mandymoney728
627
FIWhen the “Chief Nerd” speaks, everybody listens 🗣️That Nerd is THE Michael Kitces 🤩 I ran into him at a recent Financial Planning Association Financial Planning Association (FPA) event, so of course I had to ask him to share his best tips for our Catching Up to FI audience and other late starters on the path to financial independence. He says “You’re normal!” Take a listen to all of his genuine and encouraging words in this video.
Kitces is a #CFPpro and probably the most recognized name in financial planning and education for professionals. Although he primarily creates content for advisors, there are tons of individual consumers and DIYers (👀 lookin at my FI/RE 🔥peeps) that adore his work as well!
Check out his extensive work at Kitces.com
#FPAChapterLeadersConference
#LateStarter #CatchingUp
FPA Southwestern Ohio
Certified Financial Planner Board of Standards, Inc. (CFP Board)
@finomenal_woman
2.6K
DAConsidering hiring a financial advisor? The first thing you should do is plug your prospect into brokercheck.finra.org. 👩🏻💻
Here’s what to look for:
👉 You want to make sure they are registered to recommend investment advice and sell you investments.
👉 You also want to make sure they don’t have any complaints or regulatory actions against them. If they do, then you want to ask them about it, unless you want to just move on to the next. 🚩
👉 You may also want to look at their length of experience, if this is important to you.
One caveat here is if you’re hiring a fee-only/advice-only advisor. Those advisors only charge for the advice…not any investment management. If that’s the case, then those advisors don’t have to hold their Series 7 license and they wouldn’t be located in this database.
⭐️ At Generation Wealth, we provide all of the above. All our advisors are Series 7 registered and 2 of us are CFP®s while the 3rd is currently studying to get his CIMA. We can provide financial planning services without investment management (you would still receive investment recommendations that you would be expected to implement yourself) *and* we provide comprehensive wealth management, which is financial planning and investment management.
✨ We pride ourselves on meeting you where you’re at today, whether you have a $2 million+ in assets or whether you’re just starting your wealth building journey.
🌳 Check out all of my services at daniellenava.com/services or through the link in my bio.
Lastly, if you value comprehensive financial planning, you should also look on http://letsmakeaplan.org to search for CERTIFIED FINANCIAL PLANNER™ professionals that have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.
Questions? Comment below or send me a DM 👩🏼🏫
#brokercheck #finra #cfp #financialadvisor #wealthadvisor #financialadvice #financialprofessional
@danielle_nava_
142
ANWhat’s the difference between an ESOP and ESPP? The main difference is in how you get the shares.
#ESOP #ESPP #invest #stocks #employeebenefits #employeestock
Call or text 862-261-5195 to talk about your finances for FREE, or email us at info@gvisconti.com!
We are NOT licensed Attorneys or Certified Public Accountants and cannot perform the legal duties of the same. We encourage you to consult your legal or tax Professionals as you deem necessary or required by law. We welcome their professional input in serving your interests as well.
We are licensed Investment Advisors and Past investments returns are NEVER a guarantee of future returns. Any figures used in any correspondence or presentation are for information purposes. Actual results WILL vary. Investments we recommend have many types of associated risks and are NOT FDIC insured or guaranteed vehicles.
The CFP Board is a professional certification and standards-setting organization founded in 1985 to benefit the public by establishing and enforcing education, examination, experience, and ethics requirements for CFP® professionals. We adhere to these Standards and Rules of Conduct, and as such we wish to disclose that the advice we provide is within the legal boundary of the various governing and licensing regulatory agencies with whom we work.
Our compensation is derived from fees and commissions which you directly or indirectly pay. All FEES for which a client will be billed by our firm will be fair and disclosed and agreed upon in writing in advance of our client-planner engagement.
Our Fiduciary Role requires we maintain full disclosure and to safeguard the integrity of our recommendations to build a fair and objective Client-Advisor relationship which supports our Company philosophy of always acting in the best interest of every Client we are legally engaged by.
@angelorealestateplanner
386
THAccording to a recent survey by the CFP Board, 98% of CFP® professionals’ clients say that tax implications are important to them. With just one designation, you can be among the first to meet this need.
Start delivering this in-demand service today and save $300 when you enroll at the link in our bio using promo code TPCPEDUSAVE. Act fast — this limited-time offer ends 3/31!
#TaxPlanning #Tax #FinancialServices #FinancialPlanning #FinancialEducation
@theamercol
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Instagram ospita thousands of post sotto #Cfpboard, creando uno degli ecosistemi visivi più vivaci della piattaforma.
Scopri gli ultimi contenuti #Cfpboard senza effettuare l'accesso. I reel più impressionanti sotto questo tag, specialmente da @fpa_gmu, @meetcleo and @danielle_nava_, stanno ottenendo un'attenzione massiccia.
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