Recorded Webinar- Is this Financial Planning- How to Determine if You're in a Financial Planning Engagement

For CFP® Professionals


Recorded Webinar -- Is this Financial Planning: How to Determine if You're in a Financial Planning Engagement

On May 14, 2014, CFP Board presented a webinar that addressed one of the most frequent questions CFP® professionals submit to CFP Board's Professional Standards staff: "Am I providing financial planning?" A recording is available below.

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Most Recent Exam:
CFP® Certification Examination
Nov. 7–14, 2017

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The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine and

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.