The CFP Board and the Financial Planning Association (FPA) both entered 2026 with new leadership. This signals a year of transition and strategic recalibration for the financial planning profession, according to InvestmentNews.
At CFP Board, Terri Kallsen assumed the role of board chair on Jan. 1 for a one-year term. She now leads the organization that sets standards for more than 107,000 financial planners nationwide and oversees policy and strategy for both the CFP Board of Standards and the CFP Board Center for Financial Planning.
FPA installed Dan Galli as its president for 2026. Galli, a Massachusetts-based planner and principal at Daniel J. Galli & Associates, began his one-year term on Jan. 1. He will work alongside national and chapter leaders and CEO Dennis Moore to advance the association's strategic priorities.
InvestmentNews reports that CFP Board's Kallsen also will focus on emerging issues, including artificial intelligence, ethics, client service standards, and the adoption of new planning models and technology.
Likewise, FPA plans to revamp its four national conferences in 2026, starting with FPA Lead 2026, and continues to pursue partnerships that provide members with greater guidance on topics such as artificial intelligence. According to InvestmentNews, those efforts build on initiatives launched in the prior year, including a new competency model emphasizing behavioral skills and an expanded media platform designed to increase planners' visibility.
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