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CFP Board in the News

An Aging Population Also Poses Opportunities for Retirement Careers

Mar 07, 2014

Not surprisingly, as retirees fear outliving their money, jobs for personal financial advisers are expected to be one of the faster-growing occupations over the next decade, with a projected growth rate of 27 percent by 2022, according to the Labor Department.

A background in finance, accounting, business, mathematics or even law is the best groundwork for a financial planner. And there are a growing number of online courses available to ramp up expertise.

At the New York University School of Continuing and Professional Studies, for example, a Financial Planning Professional Certificate costs $5,650 for a nine-month online program.

The key is to offer advice to an older client on a range of issues beyond investments to help protect and preserve their assets, so they can maintain their independence, said Joseph V. Maugeri, [CFP®], the director of firm relations at CFP Board, a nonprofit organization that sets and enforces professional standards in personal financial planning, based in Washington. Read more >

The New York Times
By Kerry Hannon
March 7, 2014

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.
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