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CFP Board in the News

FPA Convention: CFP Board Big Bashes Adviser SRO

Sep 16, 2011

The SEC, not Finra, should have oversight of investment advisers — along with the appropriate funding from Congress — leaders of the Certified Financial Planner Board of Standards Inc. said at a media briefing today.

The CFP Board doesn't think that the Financial Industry Regulatory Authority Inc. is in a position to be the self-regulatory organization overseeing investment advisers, Marilyn Mohrman-Gillis, the board's managing director of public policy and communications, said at the briefing, which took place at the Financial Planning Association's Experience 2011 annual conference in San Diego. Read more >

Investment News
Caitlin Mollison
September 16, 2011

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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.

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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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