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CFP Board in the News

CFP Board Offers Affordable Care Act 101 Lessons

Sep 12, 2013

The [Certified Finanical Planner] Board of Standards has taken on the job of educating consumers about their changing health-care options in a series of articles called “Let’s Talk Obamacare” on its Web site.

Come October 1, as state health care exchanges open, Americans without insurance will have to make the decision as to whether to purchase health care coverage or pay a penalty. In the educational series, Eleanor Blayney, [CFP®,] the [CFP Board's] consumer advocate, advises consumers to consider several factors before deciding to pay a federal penalty and forego health insurance. Read more >

Financial Advisor
September 12, 2013

Speaker's Bureau
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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