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CFP Board in the News

Industry Groups Submit New Fiduciary Roadmap to SEC

Mar 30, 2012

In an effort to break a deadlock in the SEC's effort to adopt a uniform fiduciary standard, a group of seven influential consumer groups and industry organizations – including the FPA, NAPFA and CFP Board – have provided the commission with a proposed roadmap for resolving the debate....

Kevin Keller, chief executive officer, CFP Board of Standards:

"In a recent consumer survey conducted by CFP Board, we found that 67% of Americans believe that the government has a role in protecting investors from fraud and abuse. Establishing a uniform fiduciary standard for broker-dealers is an essential step towards providing that protection. CFP® professionals have successfully delivered financial planning services, using a variety of business and compensation models, under a fiduciary standard of conduct so we know it can be done. We join with other public interest, consumer and industry groups to offer the SEC a practical, common sense, framework for a fiduciary rule that works for both consumers and financial service professionals." Read more >

Financial Planning
Ann Marsh
March 30, 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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