Read the May CFP Board Report Newsletter

News & Events



Read the May CFP Board Report Newsletter

May 28, 2019

The May 23, 2019 edition of the CFP Board Report newsletter includes:

  • “Certificant Connections” Podcast Series Features Conversation with Susan John, CFP®, 2019 CFP Board Chair
  • CFP Board Research Shows One-Third of Americans Don’t Know about Employer Retirement Options
  • Focus on Ethics: Reporting Responsibilities to CFP Board
  • New Guidance on Code and Standards for 'Fee-Only' CFP® Professionals
  • Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

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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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