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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

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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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