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CFP Board in the News

Due Diligence: The Five Key Rules To Heed Before Hiring a Financial Adviser

May 31, 2006

Most advisers have had little formal financial education. For instance, maybe 5% of brokers, financial planners and insurance agents have bothered to become a CERTIFIED FINANCIAL PLANNER[™ professional], which has become the basic credential for any half-decent adviser. To ensure your adviser is knowledgeable, stick with CFP[® professionals]...

The Wall Street Journal
Jonathan Clements
May 31, 2006

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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