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CFP Board in the News

Investment Advisors Prefer More SEC Oversight to SRO

Dec 15, 2011

"We firmly believe that the SEC should retain oversight of investment advisors and be given the tools to adequately do the job, including the option of imposing user fees, which will be the most appropriate and cost-effective way to achieve the most important goal — protecting investors," said Kevin Keller, chief executive officer of the CFP Board of Standards. Read more >

Financial Planning
Danielle Reed
December 15, 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.

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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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