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CFP Board in the News

How to Find Retirement Savings Advice You Can Trust

Oct 08, 2010

Find a true professional. If you are ready to pay for professional help, your first order of business should be to locate a financial adviser who is certified. In the financial planning world, the key designation is being a CERTIFIED FINANCIAL PLANNER[™ professional]. Having this designation means that the adviser has a college degree, has passed an exam, meets annual education requirements, and would face disciplinary action if they violate board regulations and ethics standards. To find certified advisers, visit cfp.net, and do a search for someone in your area.

USNews.com
Phil Taylor
October 8, 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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