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CFP Board in the News

Avoiding Bad Financial Advice

Jan 12, 2011

Pena's experience is not isolated. In a 2008 survey of financial planners conducted by the Certified Financial Planner Board of Standards (CFP Board), 61 percent reported having at least one client who came to them after having a bad experience with another financial professional. "Unfortunately, it's not unusual," says Eleanor Blayney, a [CERTIFIED FINANCIAL PLANNER™] and the CFP Board's consumer advocate.
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AARP Newsletter
Michelle Diament
January 12, 2011
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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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