Read the November CFP Board Report Newsletter

News & Events



Read the November CFP Board Report Newsletter

Nov 21, 2018

The November 21, 2018 edition of the CFP Board Report newsletter includes:

  • Updates to CFP Board’s Articles of Incorporation and Bylaws
  • Election Night Survey Finds that Even with Booming Economy, Consumers Are Not on Track to Retire on Their Terms
  • Pro Bono Hours Reporting Now Available
  • Focus on Ethics: The 7-Step Financial Planning Process
  • CFP Board Disciplinary Actions

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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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