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CFP Board in the News

Making More Room for Women In Financial Planning

May 14, 2014

According to a research commissioned by the CFP Board, women harbor misperceptions about the financial planning profession and CFP[®] certification.

In his foreword to the research report, Kevin R. Keller, CEO of CFP Board notes women constitute only 23% of CFP professionals while they compose 51% of the U.S. population. Read more >

Value Walk
By Mani
May 14, 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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