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CFP Board in the News

Fiduciary Standard: Moving the Ball Forward

Nov 01, 2012

Over the last several weeks there has been a growing conversation in blogs, columns and other venues about Certified Financial Planner Board of Standards' fiduciary standard – when and to whom it applies and whether it is sufficiently comprehensive to benefit the public. On one blog, Scholarly Financial Planner, Ron Rhoades, CFP®, challenged the CFP Board to "move the profession forward" by requiring that "those who hold themselves out as CFP® certificants [be] held to fiduciary status at all times."

We welcome the dialogue, particularly the opportunity to clarify our fiduciary standard and CFP Board's commitment to advancing the fiduciary standard of care. Read more >

Financial Planning
Kevin R. Keller
November 1, 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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