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CFP Board in the News

Where’s the Yelp for Financial Advisers?

Sep 26, 2013

Finding a financial adviser who you feel comfortable sharing your financial secrets and investments with can be a daunting task. And unlike finding a good restaurant or even a new car, there isn't really one central website where you can go for information and reviews.

But that doesn't mean you're out of luck. There are a variety of ways to find and research the best financial adviser for you.

"When you think of the amount of work we do to buy a car or plan a vacation," said Eleanor Blayney, [CFP®], consumer advocate at the CFP Board, "it's really worth making sure you have the chemistry and that you totally understand the terms of the relationship." Read more >

CNNMoney
Melanie Hicken
September 26, 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.

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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