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Announcements

Read Our Latest Newsletters

May 01, 2018

CFP Board Report Newsletter: The April 30, 2018 edition of the CFP Board Report newsletter includes:

  • New Code of Ethics and Standards of Conduct, Effective October 1, 2019
  • CFP® Certificant Connection Town Hall Events Coming to Texas, May 23-25
  • CFP® Examination Update

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


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

  • Tax Prep Checklist: Lessons from Your 2017 Tax Return
  • Retirement Tips: My IRA Contribution Limits
  • The Biggest Money-Makers Women Could Be Missing Out On

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.