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CFP Board in the News

Find a Financial Adviser You Can Trust

May 05, 2009

Ask yourself some questions. Start with this one: What kind of advice are you actually looking for? Do you want someone to take an in-depth look at whether you're on track for retirement and, if not, lay out a plan that can help you better prepare? In that case you may need a CFP[® professional] or CERTIFIED FINANCIAL PLANNER[™ professional].

Money Magazine
Walter Updegrave
May 5, 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.