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CFP Board in the News

Not All Financial Planners Made Equal: How to Choose the Right One

Jan 05, 2010

It doesn’t take much to get a business card that says, Financial Planner. In fact, during the recession, many people have turned to the profession. However, CFP[® professional]s distinguish themselves because they must have a minimum of three years experience in the field, have passed a rigorous slate of exams to receive certification and are obligated to uphold ethical standards. Only about a quarter of planners have CFP[® marks of] distinction.

Atlanta Journal-Constitution’s Atlanta Bargain Hunter Blog
Rana Cash
January 5, 2010

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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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