Read the March CFP Board Report Newsletter

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Read the March CFP Board Report Newsletter

Mar 29, 2019

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

  • CFP Board to Congress: SEC Regulation BI Needs Clarity, Greater Consumer Protections
  • CFP Board Congratulates Former Board Chair Karen Schaeffer, CFP® and Ten Other CFP® Professionals Recognized as the ®InvestmentNews’ Women to Watch
  • Invest in Others Awards Recognize Our Profession’s Charitable Benefits to Public: Nominations Open Through April 5
  • Focus on Ethics: Developing, Presenting and Implementing Recommendations
  • CFP® Examination Update
  • New Research Shows Significant Gaps Between Advisor, Consumer Views on Money Management

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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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