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CFP Board in the News

"Get Your Finances Ready for Retirement"- Choosing a Financial Planner for Your Retirement Needs

Oct 13, 2008

It's true anyone can call himself or herself a financial planner, so that doesn't count for much. Being a CERTIFIED FINANCIAL PLANNER[™ professional] carries more weight, because it indicates the adviser has had extensive education and passed stringent tests.

PBS Nightly Business Report
Joe Collum
October 13, 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.