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CFP Board in the News

Nine Simple Steps to Avoiding a CFP Board Rule Violation

Apr 07, 2011

Financial advisors who have earned the CFP[® certification] have worked hard build to a client base, and establish a thriving practice. So, why derail that with a letter of admonition, a suspension of the right to use the mark, or a complete revocation, which is nearly impossible to get back?

In a recent Webinar moderated by Michael Shaw, the CFP Board of Standard[s'] managing director of professional review and legal; Grace C. Fuller; and Dan Candura[, CFP®] offered some simple tips to avoiding getting red flags from the board. View the slideshow >

Financial Planning
April 7, 2011

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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.

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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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