Certified Financial Planner Board of Standards Inc.

04/08/2025 | Press release | Archived content

New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark

The Freedom to Invest in Tomorrow's Workforce Act would let families use 529 plan funds for postsecondary training and credentials - including CERTIFIED FINANCIAL PLANNER® certification. CFP Board said in a statement that it looks forward to working with the bill's co-sponsors.

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ThinkAdvisor
Melanie Waddell April 8, 2025