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CFP Board in the News

The InvestmentNews Power 20

Dec 15, 2012

Which individuals will have the greatest impact on financial advisers and the overall industry in 2012? InvestmentNews highlights the 20 most powerful people of 2012, according to our editors and reporters.

Kevin Keller has been a force of change at the Certified Financial Planner Board of Standards Inc. since joining the organization in 2007, when it moved its headquarters from Denver to Washington, in part to have a more influential voice in public-policy decisions affecting financial advice and the professionals who deliver it.

Today, Mr. Keller, 51, is on the front lines in the fight to revamp adviser oversight (and prevent the move to a self-regulatory organization), as well as to establish a uniform fiduciary standard. The board’s continuing efforts to promote the CFP® mark, with the help of a $40 million advertising campaign, got a boost this month when the National Association of Personal Financial Advisors said it will require the CFP® [certification] as a condition of membership. Read more >

InvestmentNews
December 15, 2012

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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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