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CFP Board in the News

Pick a Planner Who Can Spell ‘Fiduciary’

Apr 26, 2008

Find out what experience and education your planner has. A minimum, say the experts, is a degree as a CERTIFIED FINANCIAL PLANNER[™ professional], which means the adviser has a certain level of education and experience, as well as attends continuing education classes. CERTIFIED FINANCIAL PLANNER[™ professionals] are also bound by a code of ethics that includes fiduciary duty.

New York Times
Alina Tugend
April 26, 2008

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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