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CFP Board in the News

Need Financial Advice? Consider a Professional

Jan 30, 2009

You have several options. Depending on your interest and experience, you can try to educate yourself on financial matters. Many investors are able to manage their own finances with little or no professional help.

With that said, many need help these days. In theory, you probably could fix and maintain your car, too. But that would take study, knowledge and experience. And that's why most people decide to take their car to a mechanic. And that may be what's necessary for you.If you have a simple portfolio, and this is your only holding, you might consider finding a fee-only financial planner who can study your finances and give you ideas on what to do in this instance. Otherwise, you might look to form a relationship with a CERTIFIED FINANCIAL PLANNER[™ professional] who can advise you over time.If you need help finding a financial planning professional, the Certified Financial Planner Board of Standards offers a lookup service here: http://www.CFP.net/search/.
USA Today
Matt Krantz
January 30, 2009
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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.