News & Events

MAXXCAT_START

CFP Board in the News

Make Sure Adviser Is Legit

Aug 04, 2008

And do a quick search if the person claims to be a CERTIFIED FINANCIAL PLANNER[™ professional]. Use the CFP [Board] database to verify whether the person holds the CFP® designation, and find out if the CFP Board has taken any disciplinary action against the person. CFP[® professionals] must meet rigorous education, testing and ethics requirements to maintain the designation.

Kiplinger
Kimberly Lankford
August 4, 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.

Upcoming Events

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.