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CFP Board in the News

Should Young People See a Financial Planner?

Feb 11, 2014

Some experts say financial guidance at a young age is worth the cost.

Online resources can help you find a reputable financial planner. A good place to start is The Certified Financial Planner Board of Standards’ website, where you can search for planners in your area who are certified by the CFP Board. The search results will note if a particular planner has been publicly disciplined by the Board. A scary truth is that anyone can call himself or herself a financial planner so it pays to double-check what you’re told with organizations that issue credentials.

U.S. News & World Report
Katy Marquardt
February 11, 2014
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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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