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Put Your Needs First - Work with a CFP® Professional - LetsMakeAPlan.org

CFP® professionals address key personal finance and financial planning topics in this series of multimedia Webcasts

Lifelong Financial Strategies: 25 Personal Finance Tips over 25 Weeks


	From the State of the Union to the State of You Eleanor Blayney, CFP®, CFP Board’s Consumer Advocate, looks at the first step in the evaluation of anyone's finances: deciding whether you need help. Read more >

	The second annual Financial Planning Days, held in October 2011, was a great success, with events in 31 cities that brought together thousands of people with hundreds of financial planners who volunteered around the country.Learn more about Financial Planning Days >
	Personal Data Organizer: Know Where You Stand Having a clear picture of your current financial situation is one of the first steps in creating a financial plan. CFP Board’s Personal Data Organizer tool will help you take a snapshot of your current financial situation, give you a sense of the types of questions a financial planner will ask, and prepare you for your first meeting with a CERTIFIED FINANCIAL PLANNER™ professional. Get Organized >
	This brochure is designed to help you identify a qualified financial advisor and provides tips to avoid "red flags" that may signal an unqualified financial advisor. Download a Copy > View Online >
	Ethics and the CFP® Certification When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you should expect to receive services that are conducted ethically, with integrity, objectivity, honesty and diligence. You deserve to have your interests placed ahead of the interests of your financial planner. CFP Board takes seriously its obligation to enforce those standards and has established disciplinary procedures that provide a rigorous and fair process for investigating questionable matters and imposing discipline where appropriate. This video presentation provides an overview of CFP Boards ethical standards and disciplinary procedures. View Video on YouTube >
	Reducing Debt Takes Commitment, Patience While savings rates have been dropping, one thing has kept going up in America: debt. Full Article >
	Consider Financial Impact When Changing Jobs Whether you’ve had a great offer at a hot new company or simply concluded that it’s time to move on, your decision to change jobs has financial implications for you and your future. Full Article >

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