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Announcements

CFP Board and Others Voice Opposition to H.R. 2374

Jun 19, 2013
On June 18, 2013, CFP Board and six other consumer, industry and state regulator organizations sent a letter to the House Financial Services Committee urging them to oppose the Retail Investor Protection Act (H.R. 2374).  The letter expresses concerns by group that H.R. 2374 would unnecessarily slow down the DOL's rulemaking by tying it to the SEC's rulemaking. 
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.
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