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CFP Board in the News

Broker Credentials: What All Those Letters Mean

Jul 05, 2011

CFP®: CERTIFIED FINANCIAL PLANNER[™ professionals]must meet experience and education requirements and pass a 10-hour exam given by the Certified Financial Planner Board of Standards. To remain in good standing, they must take at least 30 hours of continuing education classes every two years. Read more >

Forbes.com
Halah Touryalai
July 5, 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 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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