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CFP Board in the News

What Money-Smart Women Want

Sep 01, 2013
Research shows that women prefer a personalized approach that focuses more on goals than on results.

For women, finding an adviser who speaks their language is key. Presentations that focus on a portfolio’s return, investment style, market capitalization and performance compared with a benchmark tend to resonate with men. But women prefer a more personalized conversation that focuses on goals, says Karin Risi, head of Vanguard’s advice-services unit.

[CERTIFIED FINANCIAL PLANNER™] Eleanor Blayney sees it in her practice. "The husband says, 'How am I doing?' He wants an answer relative to an index, other funds, other clients. But the wife says, 'What does this mean to my lifestyle? To my kid going to college? To our decision to take a vacation? To my retirement plan?'" Read more >

 

Kiplinger's Personal Finance
Anne Kates Smith
September 2013
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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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