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CFP Board in the News

Most Dodd-Frank Adviser Changes Remain Up in the Air

Jul 17, 2011

Adviser SRO: Finra is all for extending its authority to hybrid advisers and spent $300,000 lobbying Congress during the first quarter—42% more than the comparable period last year. Investment advisers and the Certified Financial Planner Board of Standards Inc., meanwhile, want the SEC to continue as the adviser regulator, which means they're going to have to convince Congress that a user fee isn't a tax. Read more >

Investment News
Liz Skinner
July 17, 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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