Read the August 2018 Newsletters

News & Events

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Announcements

Read the August 2018 Newsletters

Aug 30, 2018

CFP Board Report Newsletter: The August 20, 2018 edition of the CFP Board Report newsletter includes:

  • CFP Board Ethics CE Program Updated for New Code of Ethics and Standards of Conduct
  • Focus on Ethics: Avoiding or Managing and Disclosing Conflicts of Interest
  • Resources Outline Impact of 2017 Tax Cuts & Jobs Act on the CFP® Exam

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


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

  • Changing Careers or Asking for a Raise? What to Know
  • Why Women Should Consider a Career in Financial Planning
  • Personal Finance Habits for College Students

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.