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CFP Board in the News

First Financial Planning Competency Handbook Released by CFP Board

Apr 15, 2013

CFP Board's First-Ever Book Published by Wiley

"The Financial Planning Competency Handbook is a seminal work for the financial planning profession, and it serves as a comprehensive handbook for CFP® professionals who are already practicing, students, those who are candidates for CFP® certification, faculty and those interested in the profession," said CFP Board CEO Kevin R. Keller, CAE. "CFP Board is actively working to build upon an academic foundation for financial planning as a profession, with this book adding to the body of knowledge." Read more >

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April 15, 2013

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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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