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CFP Board in the News

Bleak Retirement Survey Reveals Silver Lining for Financial Advisers

Mar 14, 2012

In a separate study conducted for the Certified Financial Planner Board of Standards released today, Americans recognize that they have more responsibility than ever for their own financial security, including retirement. But they still expect the government to provide the crucial social safety net of Social Security and Medicare benefits.

More than 80% of respondents say they recognize the urgency of creating a financial plan and nearly 60% said they would benefit from the counsel of a financial adviser, said Kevin Keller, CFP Board Executive Officer. Read more >

Investment News
Mary Beth Franklin
March 14, 2012

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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.

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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