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CFP Board in the News

Wary Investors Are Seeking Out Objective Voices

Jul 29, 2009

While most independents call themselves “advisers,” they aren’t all required to adhere to the same fiduciary standards. As a result, the degree to which each must put a client’s interests before his or her own can vary. The upshot, says Marilyn Dimitroff, chairwoman of the board of directors of Certified Financial Planner Board of Standards Inc., is that “the public is so confused.”

To find an adviser with specific skills, look for certain credentials. A CERTIFIED FINANCIAL PLANNER[™ professional] must complete courses in investments, taxation, estate planning and insurance. They also must pass a two-day exam, have at least three years of experience, and comply with ethical standards that require them to put a client’s interests ahead of their own.

The Wall Street Journal
Anne Tergesen and Jane J. Kim
July 29, 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.
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