News & Events

MAXXCAT_START

CFP Board in the News

4 Best Resources for Preventing Financial Abuse

Jun 20, 2011

If older members of your family haven't already found themselves a target of investment fraud and other financial scams, the chances are likely they soon will. The good news: A growing number of resources can help you identify and avoid possible swindles and protect older investors and their nest eggs.

Certified Financial Planner Board of Standards: Publishes a "Consumer Guide to Financial Self Defense." This 28-page handbook gives numerous examples of possible financial abuse (an adviser, for instance, offers a client an opportunity to earn a preferred interest rate – but the "opportunity" involves lending money to the adviser himself) and offers "self-defense moves" for each of these gambits. Read more >

SmartMoney
Glenn Ruffenach
June 20, 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.

Upcoming Events

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.