Read the January CFP Board Report Newsletter

News & Events



Read the January CFP Board Report Newsletter

Jan 29, 2019

The January 28, 2019 edition of the CFP Board Report newsletter includes:

  • Susan John, CFP® Leads CFP Board’s Board of Directors
  • 2018 Milestones and Achievements Show Growth and Interest in CFP® Certification
  • Digital Certificates Now Available to CFP® Professionals
  • Focus on Ethics: Understanding the Client’s Personal and Financial Circumstances
  • Public Awareness Campaign Advertising Picks Up in February
  • CFP Board Disciplinary Actions

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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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