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CFP Board in the News

Defer to the SEC? Nah, Says Phyllis Borzi, the DoL Powerbroker Pushing a Higher Fiduciary Standard

Mar 07, 2011

It's thought that the regulation may benefit investment advisors because they already operate in a fiduciary model. The CFP Board of Standards supports the regulation with some modifications; the IAA has suggested some revisions but is not opposing the rule. Read more >
Elizabeth MacBride
March 7, 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 themselves 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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