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CFP Board in the News

Survey: Americans More Optimistic About Future Finances

Mar 14, 2012

Americans feel optimistic about their immediate financial future and accept responsibility for their own financial security.

This is according to a new CFP Board survey of 1,015 Americans nationwide, ages 18 and up, across the entire political spectrum.

"This is encouraging news for the future that comes on the heels of continued, albeit slow, growth in jobs. I think the fact that there would be optimism is consistent with what is happening in the country," CFP Board Chief Executive Officer Kevin Keller says. Read more >

Financial Planning
Ann Marsh
March 14, 2012

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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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