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CFP Board in the News

Planners Give Thumbs Up to CFP Board's Ad Campaign

Sep 16, 2011

So far, so good seems to be the attitude of certified financial planners regarding the CFP Board's five-month old public awareness campaign.

"People are liking it," said Michael Kitces[, CFP®] of the Pinnacle Advisory Group in Columbia, Md., who said that planners should view the program more as an effort to increase awareness than to generate leads.

"The commercials and ads give planners a sense of pride; this is something that the Board should have been doing a long time ago," said Mr. Kitces, who is attending the Financial Planning Association's Experience 2011 conference in San Diego, Calif., where the CFP Board updated the press on the campaign. Read more >

Investment News
Evan Cooper
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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