News & Events

MAXXCAT_START

CFP Board in the News

Planners Push Back Against Push-Back of Universal Standard Date

Mar 29, 2011

Financial Planning Coalition is pushing back against efforts to delay the imposition of a fiduciary duty on all retail advisers.

House Republicans this month called for the SEC to perform a cost benefit analysis before proceeding with fiduciary rulemaking.

But the coalition believes “this issue has been studied extensively” already, Marilyn Mohman-Gillis, managing director of the Certified Financial Planner Board of Standards Inc., said on a conference call with reporters today.

“The SEC's 200-page study [on fiduciary duty] was comprehensive, there have been other numerous research efforts, and our own study found that 97% of investors felt financial professionals" should follow a fiduciary standard, she said. Read more >

Investment News
Dan Jamieson
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.