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CFP Board in the News

How to Get Investment Advice That's Best for You, Not Your Adviser

Jan 26, 2011

On the Certified Financial Planner Board of Standards site, check out Financial Self Defense Guide, written by consumer advocate Eleanor Blayney. Read more >

Consumer Reports Money Blog
Tobie Stanger
January 26, 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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