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CFP Board Consumer Webcast Series Addresses Key Financial Planning Topics

Apr 21, 2009

WASHINGTON, DC, April 21, 2009—The current economic situation has countless Americans wondering where to turn for unbiased, ethical guidance and advice. To help consumers deal with the current turmoil, Certified Financial Planner Board of Standards, Inc. has developed a new a Consumer Webcast Series featuring CFP® professionals addressing key financial planning topics.

Each webcast discusses a specific area of financial planning and includes practical information and tips that consumers can apply to their personal finances in today’s tough times. The topics include: Managing Debt: From Credit Cards to Foreclosures; Planning for Your Financial Goals; Young Professionals: Launching Your Financial Plan; and What to Know When Choosing a Financial Planner.

The 50-minute long videos are available in English and Spanish and include synchronized PowerPoint slide shows that make it easy for consumers to follow the presentations.

“We hope these webcasts will help consumers navigate the current situation and get an insight into the benefits of professional advice from CFP® practitioners who can help you make decisions based on your personal life goals and financial situation,” said Marilyn Capelli Dimitroff, CFP®, Chair of CFP Board’s Board of Directors.

The webcasts were recorded during educational workshops conducted at CFP Board’s Financial Planning Clinics in 2008 in Washington, DC, and Miami. At those workshops, hundreds of consumers came away with valuable information and advice on a wide range of financial planning topics.

CFP Board will continue to update and enhance its Consumer Webcast Series Web site, which is available at www.CFP.net/learn/webcasts.asp. Consumers can also explore the www.CFP.net web site for a variety of articles and information on personal financial planning and for help on finding a CERTIFIED FINANCIAL PLANNER™ professional.

About CFP Board: 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. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders. 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 59,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning

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

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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