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CFP Board in the News

Spreading the News

Jan 01, 2011

The CFP Board oversees a fleet of seasoned, educated and ethical financial planners. Now it wants the rest of the country to know it.

Here is the truth, the excruciating truth, about most Americans' perceptions of financial planners: The profession is populated by wolfish financiers, specifically the type of figure personified by Gordon Gekko, the "greed is good" villain from the movie Wall Street, the CFP Board of Standards found in a recent study.

For financial planners who pride themselves on adhering to a fiduciary standard of care when dispensing financial advice, especially those who have earned a CFP® designation, this can be hard to take. Fortunately a little education appears to work wonders.... After being educated about the requirements for a CFP[® certification] and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP[® professional] for help with managing their money. These findings helped form the basis for a national public awareness campaign that the CFP Board will kick off next spring.
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Financial Planning
Donna Mitchell
January 1, 2011
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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