Read the February CFP Board Report Newsletter

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Read the February CFP Board Report Newsletter

Mar 01, 2019

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

  • Message from the Chair, Susan John, CFP®
  • Public Awareness Campaign Advertising Now on TV, Radio, Online
  • CFP Board and Foundation for Financial Planning Honor the University of Georgia with Inaugural Pro Bono Award at 2019 Registered Programs Conference
  • Focus on Ethics: Identifying and Selecting Goals and Analyzing Course(s) of Action
  • 2019 Academic Research Colloquium Highlights Rigorous Research and Implications for Financial Planning Practice
  • Center Expands “I am a CFP® Pro” Campaign to Attract Young, Diverse Talent into Financial Planning

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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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