News & Events

MAXXCAT_START

Announcements

Financial Planning Coalition Urges Congress to Restore Investor Confidence with Key Regulations

Mar 24, 2011

On March 24, 2011, the Financial Planning Coalition sent a letter to members of Congress strongly urging them to support moving forward with key regulations that will help restore the investor confidence in our capital markets that is critical to leading America toward recovery. The Coalition noted that the SEC is now in position to conduct a rulemaking to require that all financial advisors put their clients’ interests ahead of their own when they give personalized investment advice, an initiative the Coalition backs and considers to be a common-sense reform called for in the study.

 

Read the Coalition’s letter (PDF, 43KB)
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.