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CFP Board in the News

Vanguard Pairing 401(k) Investors with CFP[(R) professionals]

Jan 06, 2011

Participants in some 401(k) retirement plans managed by Vanguard Group Inc. now have access to advice from CERTIFIED FINANCIAL PLANNER[™ professionals]. Read more >

Bloomberg, via InvesetmentNews.com
January 6, 2011
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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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