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CFP Board in the News

Two Firms Join CFP Board in Research On Female Advisors

Jan 30, 2014

TD Ameritrade Institutional and Ameriprise Financial are sponsoring a research initiative of the CFP Board of Standards Inc. designed to draw more women into the financial planning industry, the CFP Board announced Thursday.

The research will provide information to support the CFP Board’s Women’s Initiative to increase the number of women who enter the financial planning profession and obtain the CFP® certification. Currently, only 23 percent of CFP® professionals are women, a number that has not changed in more than a decade.

“This is an exciting collaboration among three organizations that care deeply about the future of the CFP® certification, women in the financial planning profession and increasing the number of advisors to help Americans achieve their financial goals,” says Nancy Kistner, [CFP®] chair of the CFP Board’s Women’s Initiative and the former chair of the organization’s board of directors. Read more >

Financial Advisor
January 30, 2014
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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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