Available Online: The January 2018 CFP Board Report Newsletter

News & Events



Available Online: The January 2018 CFP Board Report Newsletter

Jan 26, 2018

Get the latest updates from CFP Board from the January 25, 2018 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’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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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 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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