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CFP Board in the News

For Elderly Investors, Instant Experts Abound

Jul 08, 2007

Many elderly Americans are receiving financial guidance from advisers with credentials that sound impressive, but can be earned in just a few days.

LESS RIGOROUS CREDENTIALS: Certified Senior Adviser, Certified Retirement Financial Adviser, Registered Financial Gerontologist, Certified Retirement Counselor.

MORE RIGOROUS CREDENTIALS: CERTIFIED FINANCIAL PLANNER[™ professional], Chartered Financial Analyst.

New York Times
Charles Duhigg
July 8, 2007

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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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