News & Events

MAXXCAT_START

Announcements

Department of Treasury Financial Education Core Competencies Proposal

Sep 13, 2010

On September 13, 2010, CFP Board sent a comment letter to the Department of the Treasury in support of Treasury’s efforts to develop financial education core competencies. Treasury’s proposal defines five core concept areas — earning, spending, saving, borrowing, and protecting — and identifies a baseline knowledge and set of behaviors associated with each. In its letter, CFP Board stated its agreement that more needs to be done to create a baseline of knowledge on personal finance topics for consumers and financial education providers, and that the development of core competencies represents a fundamental step in achieving this goal and will serve as a foundation for financial education in the U.S.

Read CFP Board’s letter (PDF, 112KB)

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.