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CFP Board in the News

Women in Wealth Profile: Marilyn Capelli Dimitroff[, CFP®]

Jan 25, 2011

Not done breaking new ground, she is proud of her work with the CFP Board and her chairing of the ethics task force that included the fiduciary requirement for CFP[®] certificants. Despite controversy and pushback, she says, she's very satisfied with its outcome. "I think it was the thing that started the whole conversation about fiduciary." Read more >

AdvisorOne
Marlene Y. Satter
January 25, 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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