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CFP Board in the News

3 Back to School Savings Tips

Aug 17, 2011
1. Leave your kids at home: That advice comes from Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, [CFP®] who cites a National Retail Federation statistic that says 51 percent of back-to-school purchasing decisions are influenced by kids. Anyone who has ever brought a kid shopping knows that you'll inevitably spend more, even if it's just on garbage from the $1 bins. And it's far less enjoyable than going it alone, because you'll have to say NO. A lot. Read more >
    Star Tribune
    Kara McGuire
    August 17, 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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