Expressing support for the designation of October 2026 as "National Financial Planning Month".

Young Kim

Republican · CA · Representative

Source: Congress.gov · FEC

• Joyce Beatty (D-OH-3)Original· 2026-10-26

Referred to the House Committee on Financial Services.

2026-10-26

Source: Congress.gov

Plain-English summary pending. Introduced on 2026-10-26. Check back soon — summaries are generated as bills progress through Congress.

[Congressional Bills 119th Congress] [From the U.S. Government Publishing Office] [H. Res. 1640 Introduced in House (IH)] <DOC> 119th CONGRESS 2d Session H. RES. 1640 Expressing support for the designation of October 2026 as ``National Financial Planning Month''. _______________________________________________________________________ IN THE HOUSE OF REPRESENTATIVES October 26, 2026 Mrs. Kim (for herself and Mrs. Beatty) submitted the following resolution; which was referred to the Committee on Financial Services _______________________________________________________________________ RESOLUTION Expressing support for the designation of October 2026 as ``National Financial Planning Month''. Whereas the Certified Financial Planner (CFP) Board's 2026 ``Financial FOMO: A Survey About Money and Relationships'' research found that cost pressures are shaping United States citizens' everyday choices, underscoring the value of trusted financial planning in helping individuals and families balance today's needs with tomorrow's goals and make informed decisions about the lives they want to build; Whereas financial planning is a collaborative process that helps maximize a client's potential for meeting life goals through financial advice that integrates relevant elements of the client's personal and financial circumstances; Whereas financial planning helps individuals and families make confident decisions, prepare for major life moments, navigate uncertainty, and build more secure financial futures, strengthening communities and the Nation; Whereas the CFP Board's 2026 ``Don't Fall For It: Guarding Against Financial Fraud'' research found that financial fraud, scams, and exploitation continue to threaten United States citizens' financial security, highlighting the role competent financial planning and CFP professionals play in helping consumers recognize risks, avoid costly mistakes, and protect their financial well-being; Whereas the 2025 results of CFP Board's ``Financial Planning Longitudinal Study'', a decade-plus-long academic research initiative, found that United States citizens working with CFP professionals report stronger financial preparedness and confidence than other advised and unadvised households; Whereas 83 percent of people who work with a CFP professional maintain emergency funds covering 3 months' worth of income, compared with 53 percent of unadvised United States citizens; Whereas 94 percent of households advised by CFP professionals feel confident in their ability to achieve financial goals, compared with 81 percent of unadvised United States citizens, and 51 percent of people working with CFP professionals report living comfortably, compared with 31 percent of unadvised households; Whereas financial planning education can help people build the knowledge and confidence to make informed financial decisions at every stage of life, from high school and college through their working years and retirement; Whereas financial planners, nonprofit organizations, community organizations, educational institutions, and businesses play an important role in educating the public and expanding access to financial planning services; Whereas, in 2025, CFP professionals reported 433,390 hours of pro bono financial planning services to help underserved individuals and families navigate financial challenges and make informed decisions, thereby expanding access to competent and ethical financial guidance; and Whereas it would be appropriate to designate October 2026, as ``National Financial Planning Month'': Now, therefore, be it Resolved, That the House of Representatives-- (1) expresses support for the designation of ``National Financial Planning Month'' to increase public awareness about the importance of financial planning and the many benefits that thorough financial planning can bring to individuals, families, and communities; (2) recognizes the role of financial planners in helping individuals make informed decisions concerning financial matters, including budgeting, savings, debt, credit, investing, and retirement planning; (3) urges the people of the United States to observe ``National Financial Planning Month'' with appropriate programs and activities, including-- (A) public seminars or workshops on budgeting, saving, use of credit, investing, and retirement planning; (B) financial education curricula in schools and colleges; (C) generally improving the financial literacy of individuals of all ages; and (D) supporting…

and promoting pro bono financial planning initiatives to help United States citizens in need by providing no-cost financial guidance to underserved and economically vulnerable individuals and families; (4) supports the efforts of the Department of the Treasury and the Financial Literacy and Education Commission to develop a national strategy on financial education and improve the financial well-being for all United States citizens; and (5) supports efforts to-- (A) promote access to financial planning services; (B) improve United States citizens' understanding of investment products, investment risk, and participation in the capital markets; and (C) improve financial literacy and investor education throughout the United States. <all>

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