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CFP Board in the News

CFP Board Urges Better Disclosures, Clearer Language For Investors

Mar 27, 2012

Investors need simpler, easier to understand disclosures that are written in plain English and are provided before the investor hires a financial intermediary, according to the Certified Financial Planner (CFP) Board of Standards Inc., which issued proposed new disclosure language guidelines on Monday.

The CFP Board outlined its suggestions on how investor language can be simplified in a 12-page letter sent to Securities and Exchange Commission (SEC) Secretary Elizabeth M. Murphy. The SEC is currently conducting its own study on financial literacy among investors. Read more >

Financial Advisor
March 27, 2012

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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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