Read the December CFP Board Report Newsletter

News & Events



Read the December CFP Board Report Newsletter

Dec 21, 2018

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

  • Four New Members Elected to CFP Board’s Board of Directors
  • CFP Board Recognizes Longevity and Contributions to Financial Planning Profession
  • New Code and Standards Booklet Coming Soon to CFP® Professionals’ Mailboxes
  • Focus on Ethics: Answers to Frequently Asked Questions
  • Increase in Reporting Fee for Non-Registered CE Programs

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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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