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CFP Board in the News

How to Check Out an Adviser

Oct 18, 2007

It's also a good idea to check out the person's professional designations. It's easy to verify whether a person really holds a CERTIFIED FINANCIAL PLANNER[™ certification], which has rigorous education, testing and ethics requirements. Go to the Certified Financial Planner Board of Standards site [www.CFP.net/search] to verify that the person really holds the CFP[® certification] and find out if the CFP Board has taken any disciplinary action against that person.

Kiplinger
Kimberly Lankford
October 18, 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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