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CFP Board in the News

Planners call on SEC to impose uniform fiduciary standard

Jun 23, 2011
Current regulations insufficient to protect investors

The Financial Planning Coalition, which represents a collaboration of the Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, and the National Association of Personal Financial Advisors, delivered a letter to the SEC urging it to apply a fiduciary standard to anyone providing personalized investment advice to retail clients. The letter was accompanied by a petition signed by more than 5,200 planners. Read more >

Investment Executive
James Langton
June 23, 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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