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CFP Board in the News

What the Financial Market Meltdown Means for You: How to Weather the Current Turmoil on Wall Street

Sep 19, 2008

Seek out someone who has the CERTIFIED FINANCIAL PLANNER™ designation, to know that your planner has spent the time and energy to be educated about the subject matter. Find someone who has years of experience dealing with other people in circumstances similar to yours. Meet with the planner and understand very clearly how they will be compensated for the advice that they supply, and know what services will be provided to you over the years. Trust is one of the most important elements in your relationship with a financial professional.

Washington Post
Barbara A. Warner, CFP®
September 19, 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 themselves 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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