News & Events

MAXXCAT_START

CFP Board in the News

Clients' Children Are Potential Clients, Too

Dec 02, 2013

"I think young people do want to be taken seriously," says Eleanor Blayney, CFP®, consumer advocate of the CFP Board trade group for financial planners. "They don't demand a lot time, and it will ultimately will come to pay off.

"Any advisor who is looking at the future will want to think about how to engage them."  Read more >

Reuters
Beth Pinsker
December 2, 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.