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CFP Board in the News

In Giving Season, Reminders From IRS; Guidance From CFP Board

Dec 12, 2012

The IRS recently noted that December is the month for giving generously to charities, friends and family. But it’s also a time that can have a major impact on the tax return you’ll file in the New Year. Here are some tips from the IRS covering everything from charity donations to refund planning, followed by some equally timely tips on charitable giving from Eleanor Blayney, [CFP®,] the CFP Board’s consumer advocate. Read more > 

AdvisorOne
Richard Niles
December 12, 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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