News & Events

MAXXCAT_START

CFP Board in the News

Financial Planning Coalition Tells Congress to Support Fiduciary Duty

Mar 29, 2011

The Financial Planning Coalition held a conference call on Tuesday about its letters to Congress “urging support for the Securities and Exchange Commission (SEC) in establishing a fiduciary standard,” the announcement said, and urging Congress to adequately fund the SEC so that it could meet its regulatory responsibilities.

We have “urged Congress to support SEC in creating a rule extending fiduciary standard of care, as it applies to investment advisors, to brokers,” says the CFP Board’s Managing Director, Public Policy, Marilyn Mohrman-Gillis. This “important consumer reform is long overdue.” Read more >

AdvisorOne
Kathleen McBride
March 29, 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.