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CFP Board in the News

Even the Best Investors Need This

Mar 31, 2010

I don't care if you pick stocks better than Warren Buffett. To achieve all of your dreams, there's one thing you have to have -- and to get it, you really need to consider talking to a professional.

Unfortunately, you can't assume that just any financial professional will fit the bill. CERTIFIED FINANCIAL PLANNER[™ professional]s, on the other hand, are governed by a code of ethics that assures you that they're on your side. More importantly, they don't just know about investing -- they'll also guide you on everything from taxes and estate planning to budgeting and buying the right insurance.

The Motley Fool
Dan Caplinger
March 31, 2010

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.