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CFP Board in the News

CFP [Board]: Financial Plans' Peace of Mind Loosens Purse Strings, Too

Jun 16, 2011

Financial plans are considered a wise investment for households, but can they save the national economy? A survey commissioned by the Certified Financial Planner Board of Standards suggests maybe. The poll earlier this month of more than 1,000 adults age 18 and up found that those with a financial plan possessed greater confidence in their financial well-being and were more likely to spend money in a recession than those who lacked a plan. For example, 59 percent of those polled who had plans were willing to make home improvements, compared to 33 percent of those who were lacking plans; 49 percent of people with plans said they would splurge on personal items, while only 25 percent of those without plans would splurge. Read more >

Registered Rep
Jerry Gleeson
June 16, 2011

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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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