News & Events

MAXXCAT_START

CFP Board in the News

Money Matters: Smart Tips to Make Your Retirement Savings Last as Long as You Do

Mar 02, 2011

Look for the CFP®] designation. There are many designations in the financial planning field, but one of the toughest to get is CFP[® professional], or CERTIFIED FINANCIAL PLANNER[™ certification], which involves a 10-hour test, three years of financial planning experience and completion of a course of study at an approved university.

"By far, it's the designation that I'm most proud of," said Wenner, principal at Wipfli Hewins Investment Advisors in Edina. CFP[® professionals] are also bound by the CFP [Board] Code of Ethics, which means they have to disclose in writing all conflicts of interest and sources of income.
Read more >

Minneapolis Star Tribune
Alyssa Ford
March 2, 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.

Upcoming Events

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.