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CFP Board in the News

Best Jobs 2012: Financial Adviser

Feb 27, 2012

As one of the Best Jobs of 2012, this profession should see significant growth over the next decade

Education and Preparation: Advisers must develop and maintain sophisticated skill sets; expertise is central to an adviser's appeal to potential clients. A bachelor's degree is necessary, and an advanced degree can be an effective marketing tool. Obtaining and maintaining the CERTIFIED FINANCIAL PLANNER[™ professional] designation is recommended, as is membership in the Financial Planning Association or other industry groups. Read more >

U.S. News & World Report
Kimberly Palmer

February 27, 2012

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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