Lots of Folks Have A Financial Plan... In Their Head

News & Events


CFP Board in the News

Lots of Folks Have A Financial Plan... In Their Head

Jun 16, 2011

Americans are down on the national economy but slightly more upbeat about their own personal economy, particularly when they have a financial plan in place, according to a recent study from the Certified Financial Planner Board of Standards Inc. People with a financial plan in place are more confident about a recovery than those without a plan. Read more >

Financial Advisor
June 16, 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.

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 themselves 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.