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CFP Board in the News

Have a Plan for Your Financial Planner

May 20, 2010

If you’ve decided to work with a financial planner, start with the basics: Find out how the professional is licensed, check that they’re in good standing, and ask how they’re compensated so you’re aware of any potential conflicts of interest. CERTIFIED FINANCIAL PLANNER[™ professionals] are ethically bound to operate on a fiduciary standard, meaning they have promised to do what’s in your best interest.

SmartMoney.com
Sarah Morgan
May 20, 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.