News & Events

MAXXCAT_START

CFP Board in the News

Want More Female Planners? Start Early

Apr 23, 2014

I am one of nine children, and my father and mother had to learn how to "spread the wealth" even when there wasn't a lot to spread around. This took a lot of skill, a significant amount of effort, and even a little bit of luck. It taught me and my siblings the value of money, but also sharing and sacrifice.

It wasn't called "financial planning" back then, but that's exactly what my parents were doing. My father was the primary breadwinner. My mother was the family's CEO -- she made sure that the money we had was put to good use. And indeed it was. They paid the bills, sent us to college and saved for a comfortable retirement.

While budgets may have been tight, my parents stretched every last dollar down to the penny. They taught us at a very early age the importance of saving and managing money. I had a savings account by age 5, and a checking account by the time I was in high school. Read more >

Financial Planning
By Nancy Kistner, CFP®
April 23, 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.

Upcoming Events

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.