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CFP Board Announces 2008 Financial Planning Grants Program

Feb 07, 2008

WASHINGTON, DC, February 7, 2008 - Certified Financial Planner Board of Standards, Inc. (CFP Board) has announced details of its 2008 Financial Planning Grants program, which funds innovative and sustainable projects that educate consumers about the benefits of financial planning.

CFP Board provides grants to sustainable projects that promote an understanding of the benefits of financial planning and provide underserved populations with access to competent and ethical financial planning. Since 2006, when CFP Board introduced the Financial Planning Grants program, CFP Board has awarded more than $1,331,000 to 28 innovative projects that are reaching people with the benefits of financial planning.

Grant recipients have included non-profit organizations, educators and CFP® professionals involved in a wide variety of activities, ranging from developing new uses of technology that provide access to financial planning to creating partnerships that provide financial planning information and assistance through educational institutions and community-based organizations. Information about programs that received grant funding in 2006 and 2007 is available on CFP Board’s Web site at www.CFP.net/teamup/2006grants.asp and www.CFP.net/teamup/2007grants.asp.

The 2008 Financial Planning Grants program is intended to provide grant funding to a new set of projects. CFP Board will not be involved in the operation of any grant-funded project but will require reports that help it evaluate each project’s effectiveness. Eligible projects may include proposals to develop new programs or proposals to enhance programs that already exist, but the requested grant money must fund a project that furthers CFP Board's mission.

Additional requirements for the 2008 Financial Planning Grants program and an application form are available on CFP Board’s Web site at www.CFP.net/teamup/grants.asp. Grant applications must be received at CFP Board no later than May 15, 2008.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 57,000 individuals to use these marks in the United States.

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CONTACT:
Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252
E: media@CFPBoard.org

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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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