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Read the Center for Financial Planning's Latest Newsletter

Sep 27, 2018

The September 2018 edition of the CFP Board Center for Financial Planning's quarterly newsletter features updates on the Center’s initiatives, supporters and opportunities to get involved, including:

  • Agenda and Speakers Announced for Center’s Diversity Summit
  • Inaugural Issue of Financial Planning Review Journal Released
  • New CFP® Exam Scholarship Available to Black/African American Students
  • Center Participates in Industry Events and Meetings to Advance Diversity in the Profession

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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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