Read the March 2018 Newsletters

News & Events

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Announcements

Read the March 2018 Newsletters

Apr 03, 2018

CFP Board Report Newsletter: The March 31, 2018 edition of the CFP Board Report newsletter includes:

  • CFP Board’s Board of Directors Approves New Code of Ethics and Standards of Conduct, Effective October 1, 2019
  • Digital Advice Working Group Releases New Report on the Future of Financial Advice
  • Enhancements to “Find a CE Program” Search Tool

Read the CFP Board Report newsletter
Subscribe to the CFP Board Report newsletter


Center for Financial Planning Newsletter: The March 2018 edition of the Center’s quarterly newsletter includes:

  • Report from the Successful Second Annual Academic Research Colloquium
  • New Client Psychology Book Now Available
  • Announcement of New Diversity Advisory Group

Read the Center for Financial Planning newsletter
Subscribe to the Center for Financial Planning newsletter


Let’s Make A Plan Newsletter: The March 2018 edition of CFP Board’s monthly consumer newsletter includes:

  • Financial Documents After Tax Season: What to Keep and What to Shred
  • Should I Pay Off Student Loan Debt or Save for Retirement?
  • Investing in a Volatile Market: The Case for Dollar-Cost Averaging

Read the Let’s Make A Plan newsletter
Subscribe to the Let’s Make A Plan newsletter

 

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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Don't address your finances individually. Pull your finances together with the help of a CFP® professional.