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CFP Board in the News

I Survived the CFP® Exam and Oh, What a Relief It Is

Nov 18, 2013

Columnist Mary Beth Franklin on taking the two-day, 10-hour test

Regardless of the exam outcome, I know that I have learned a lot during my past three years of study, and I have great appreciation for those who have earned this designation.

The curriculum covers an enormous amount of material, including investment planning, tax planning, retirement planning, tax planning and estate planning. But it also places significant emphasis on ethics and standards of practice that are in the best interest of consumers.

It is a laudable goal.  Read more >

InvestmentNews
Mary Beth Franklin
November 18, 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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