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CFP Board in the News

Biz Bits: How to Choose a Financial Adviser

Mar 06, 2011

Just as it is wise to do research on the background of anyone who would take care of your children, you should investigate the person or company you enlist to handle your money.

The Securities and Exchange Commission (www.adviserinfo.sec.gov), Financial Industry Regulatory Authority (www.finra.org), Certified Planning Board of Standards (www.CFP.net), National Association of Personal Financial Advisers (findanadviser.napfa.org/Home.aspx), Financial Planning Association (www.fpanet.org) and your state securities agency all collect background information on financial professionals that can be accessed through their websites. Read more >

Quad-Cities Online/ Moline Dispatch
March 6, 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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