Available Online: The November 2017 CFP Board Report Newsletter

News & Events



Available Online: The November 2017 CFP Board Report Newsletter

Dec 05, 2017

Get the latest updates from CFP Board from the November 30, 2017 edition of the CFP Board Report newsletter, which features:

The CFP Board Report newsletter provides a monthly update on CFP Board’s latest activities, policies, and initiatives to our CFP® professionals and to CFP Board’s contacts at education programs registered with CFP Board.

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CFP Board uses the Real Magnet system to send out the CFP Board Report newsletter and other updates. If you are a CFP® professional and are not receiving these regular emails from CFP Board, please check your spam quarantine folders, or review tips to help ensure CFP Board email arrives in your inbox.

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 themselves 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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