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CFP Board in the News

The 10 Habits of a Good Financial Advisor

May 11, 2012

No other certification holds more weight than the CERTIFIED FINANCIAL PLANNER[™ certification]. Advisors who've earned it are more likely to act as a fiduciary planner because they've been trained like one. Read more >

Daily Finance
Tim Beyers
May 11, 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.

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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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