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CFP Board in the News

Advisor Groups Urge Congress To Support Fiduciary Standard, SEC

Mar 29, 2011

Not much has happened since the January release of the SEC’s twin studies on financial advisor oversight and the obligations of broker-dealers and investment advisors when providing investment advice. To make sure its position doesn’t get lost in the silence, the three organizations comprising the Financial Planning Coalition––the Certified Financial Planner Board of Standards Inc., the Financial Planning Association and the National Association of Personal Financial Planners––say they sent a letter last week to the entire Congress urging members to support the SEC’s call to expand the fiduciary standard of care to those providing investment advice to retail customers.

“The public expects and deserves a strong uniform fiduciary standard of care,” Marilyn Mohrman-Gillis, managing director of public policy and communications at the CFP Board, said during a brief press conference on Tuesday afternoon. “We believe this is common sense reform that doesn’t create a new agency or burden taxpayers with new costs, and will benefit investors financially.” Read more >

Financial Advisor
March 29, 2011

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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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