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CFP Board in the News

CFP Board Hires Veteran Regulator as Director of Investigations

Mar 16, 2012

As the CFP Board expands its enforcement activities, it has created the new position of director of investigations and hired veteran securities regulator Rex Staples to fill the role.

Staples will report to Michael P. Shaw, the board's managing director for Professional Standards and Legal. "Rex Staples will make an immediate impact on CFP Board's efforts to enforce the high standards of the CFP® [professional] designation," Shaw said. Read more >

Financial Planning
Ann Marsh
March 16, 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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