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CFP Board in the News

CFP Board Explains Why Public Awareness Campaign Is a Good Investment

Oct 29, 2012

The campaign, which the CFP Board's Board of Directors unanimously approved in November 2010, came in response to what officials at the organization describe as a widespread demand among planners for a greater awareness throughout the investing community of the certification and what it represents.

The CFP Board wants to convey not only that CERTIFIED FINANCIAL PLANNER[™ professionals] are held to a high standard of ethics and competence, but that they are equipped to handle the whole of a client's financial situation, running the gamut from tax strategy to real estate, budgeting and debt to estate planning.

"Financial planning is not just about investments. It really is focused on [an investor's] financial life and what's included in it," said Dan Drummond, director of public relations at the CFP Board. "The CFP® professional is uniquely qualified to help and pull those things together." Read more >

Financial Planning
Kenneth Corbin
October 29, 2012

Speaker's Bureau
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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Don't address your finances individually. Pull your finances together with the help of a CFP® professional.