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

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 Eccleston Law

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 Wealth 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.

 

Eccleston Law 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

 


It was really fun seeing you fight for us. You have an amazing way of thinking out of the box.


 

Beth M.

LATEST NEWS AND ARTICLES

1785858278 Law
August 4, 2026
SEC Fines Former LPL Broker $125,000 for Undisclosed Conflicts in Private Securities Offerings

The Securities and Exchange Commission (SEC) has censured a former LPL Financial broker and imposed a $125,000 civil penalty after finding that he failed to disclose conflicts of interest related to private real estate securities offerings that generated nearly $1.5 million in compensation, as reported by AdvisorHub.

1785772777 Law
August 3, 2026
FINRA Launches Review of High-Risk Structured Notes Sales and Supervision

The Financial Industry Regulatory Authority (FINRA) has launched a regulatory sweep examining the sale of high-risk structured products, with particular attention on non-principal protected "worst-of" structured notes, according to AdvisorHub.

1785531573 Law
July 31, 2026
Former Alabama Financial Advisor Barred After Selling His Practice

The U.S.