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CFP Board in the News

Are Do-it-yourself Investors too Cautious with Cash?

Nov 21, 2013

With risk tolerance considered the Rorschach test in the investment world, it is hard to capture the right information with any kind of questionnaire, says Eleanor Blayney, [CFP®,] the consumer advocate for CFP Board, a non-profit trade group for CERTIFIED FINANCIAL PLANNER[™ professionals].

"I prefer online tools that ask financial planning questions -- not investment questions -- to determine what might be needed in retirement and then suggest a portfolio allocation," she says. "That makes more sense than leaving it up to a slider button."  Read more >

Reuters
Beth Pinsker
November 21, 2013

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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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