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CFP Board in the News

CFP Board Launches Controversial Public Awareness Campaign

Apr 14, 2011

CERTIFIED FINANCIAL PLANNER[™ professionals] are uniquely qualified to help Americans keep their finances in good stead, says the CFP Board of Standards. So the group just rolled out a glossy $36 million advertising campaign to make them aware of that. Read more >

Financial Planning
Donna Mitchell
April 14, 2011

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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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