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CFP Board in the News

Shift in Financial Planning Reflects Optimism

Oct 19, 2013

The most popular topic at San Francisco's free financial planning event Saturday was not how to manage debt during unemployment or how to save a house from foreclosure.

It was estate planning.

It's hard to say for sure whether that's a sign of the times - a glimpse of a new optimism about the economy or at least less fear and worry about day-to-day financial survival - but the event organizers and volunteers said they sensed a shift in conversation from previous years.

"Last year, people seemed to be about, 'How can I make sure I don't fall into the financial abyss?' This year, I'm seeing a lot more forward thinking and a lot less fear," said Lynn Ballou, [CFP Board Ambassador and CERTIFIED FINANCIAL PLANNER™] from Lafayette, who volunteered all day Saturday. Read more >

San Francisco Chronicle
Erin Allday
October 19, 2013
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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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