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CFP Board in the News

Five Questions to Ask Your Advisor About the ‘Fiscal Cliff’

Dec 10, 2012

Eleanor Blayney[, CFP®] is telling her clients not to freak out about the "fiscal cliff."

"We're not talking about the failure of the banking system …we're not talking about fraud or a housing crisis," said Blayney, president of Directions for Women and Consumer Advocate for [CFP Board]…. The fiscal cliff crisis, she said, is more like the rollercoaster of August 2011, when the United States lost its AAA rating. "That was very short-term. And we've gone on and had a relatively strong equity performance this year," she said.  Read more >

CNBC.com
Deborah Caldwall
December 10, 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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