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CFP Board in the News

A Chance for Free Money Advice

Oct 12, 2013

A free one-on-one financial-planning session might soon be coming to a city near you.

Financial Planning Days, a traveling program of free, private advice meetings with professional advisers, as well as free workshops on a range of personal-finance topics, are under way through Nov. 2. The program will be coming to San Francisco, Chicago, Phoenix, Elizabeth, N.J., and Milwaukee, among other cities.

You can find a schedule of dates and locations, and then register, at financialplanningdays.org. To get the most out of your visit, it’s a good idea to do some homework before you go, says Kevin R. Keller, chief executive officer of the Certified Financial Planner Board of Standards, a co-sponsor of the event. Read more >

The Wall Street Journal
Lindsay Gellman
October 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.

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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