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CFP Board in the News

CFP [Board] Chair Ferrara Wants More Certificants

Feb 05, 2014

The CFP Board of Standards' 2014 plans include continuing to educate the public about CFP[® professionals], completing the computerization of CFP® exams and increasing membership, CFP Board Chairman V. Raymond Ferrara, [CFP®] said today.

“It is important to have more CFP® professionals to serve the baby boomers as they ready themselves to retire,” Ferrara, who became chairman on Jan. 1, said in an interview with Financial Advisor.

The organization finished last year with 69,000 CFP certificants, up about 25 percent from five years ago. “We would like to raise that to 81,000 CFP® certificants by the end of the five-year campaign,” he said. Read more >

Financial Advisor
Kathy Lynch  
February 5, 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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