MD
Mason Dexter
Financial Planning Liaison at Cfp Board
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Work Experience
Financial Planning Liaison
Jun 2024 - Present · 6 months
President
Apr 2024 - Present · 8 months
Key Account Manager
Mar 2023 - Present · 1 years and 9 months
Company Details
51-200 Employees
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. Learn more at http://www.CFP.net. Join CFP Board's LinkedIn group at: http://www.linkedin.com/groups?=&gid=3020476
Year Founded
1985
Social Media
LinkedinFacebookTwitter
Industry
Non-profit Organizations
HQ Location
1425 K St. NW Suite 800 Washington, DC 20005, US
Keywords
CFP Boarfinancial planningretirement planningpersonal financefinancial advicefinancial advisorfinancial adviserfinancial analystfinancial consultantprofessional certificatio
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