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CFP Board in the News

CFP Board Claims Its Seat at the Policy Table

Oct 31, 2012

Much of the board's policy work comes under the aegis of the Financial Planning Coalition, an organization formed in January 2009 that includes the Financial Planning Association and the National Association of Personal Financial Advisors, as well as the CFP Board. The groups banded together in the coalition in a bid to establish a unified voice for the financial-planning sector, working to distinguish and elevate the profession while ensuring fiduciary accountability and consistent regulation.

"A hallmark of what we do in public policy is we try to put together like-minded, aligned organizations on policy issues to strengthen the voice that we bring to the Hill or to the SEC or to wherever," [Marilyn] Mohrman-Gillis, [CFP Board's managing director of public policy and communication,] said. "Relatively early on, looking at how do we speak to Congress and to regulatory agencies with one clear voice on behalf of the public related to financial-planning issues, we wanted to enlist the cooperation and collaboration of our partners at the Financial Planning Association and NAPFA." Read more >

Financial Planning
Kenneth Corbin
October 31, 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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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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