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CFP Board in the News

Financial Planner Group Urges More U.S. Regulation

Jan 13, 2011

The Certified Financial Planner Board of Standards, the Financial Planning Association and the National Association of Personal Financial Advisors -- representing 75,000 certified financial planners and investment advisers -- said on Thursday these reforms ultimately must result in stronger consumer protection. Read more >

Reuters
Joseph A. Giannone
January 13, 2011
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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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