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CFP Board in the News

How to Beat a Retirement Scam

Sep 13, 2007

When money managers claim to have some designation (e.g., CFP[® certification]) or belong to a professional association (e.g., NAPFA), check with those organizations to see if they really are members and if there have been any complaints. 'Many designations are meaningless, created by folks looking to charge advisors thousands of dollars for the right to put a few initials after their names; there is little education or certification involved,' says Robert [Brokamp]. 'The gold standards are CFP[® certification] (for financial planners) and CFA (for investment analysts). They are the real deal.'

The Motley Fool
Tim Beyers
September 13, 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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