Read the September CFP Board Report Newsletter

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Announcements

Read the September CFP Board Report Newsletter

Sep 27, 2019

The September 27, 2019 edition of the CFP Board Report newsletter includes:

  • Independent Task Force on Enforcement Members Announced
  • CFP Board and Other Leading Financial Planning Organizations to Promote Pro Bono Work
  • Public Awareness Campaign Advertising Picks Up with Fall Flight
  • New Code of Ethics and Standards of Conduct Takes Effect October 1
  • Financial Planning Review Celebrates Successful First Year

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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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