Read the March CFP Board Report Newsletter

News & Events



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

Read the CFP Board Report newsletter
Subscribe to the CFP Board Report newsletter

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.