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Weekend Reading For Financial Planners (Jan 28-29)

CFO News Room

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 130
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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, relative to the plans, it wasn’t a huge participation number of just the plans themselves of 15% plans.

Education 130