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Establishing Standards for Financial Planning

Feb 16, 2010

On February 16, 2010, the Financial Planning Coalition sent a letter to the U.S. Senate Committee on Banking, Housing, and Urban Affairs announcing results of a new poll indicating overwhelming public support for higher standards for financial planning. The Coalition urged the Committee to include regulation of financial planners as part of the Financial Regulatory Bill currently under consideration by Congress.

Read the letter and poll results summary (PDF, 70KB)

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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