It's Your Money: Hiring A CFP[® Professional]

News & Events


CFP Board in the News

It's Your Money: Hiring A CFP[® Professional]

Jul 26, 2006

Sitting down with a CERTIFIED FINANCIAL PLANNER[™ professional] can be one of the most valuable experiences in your financial life. 'Their job is to help you understand where you are, where you want to be and show you the best path how to get there,' said Michael Gutter, a Financial Specialist with the University of Wisconsin Extension.

27 WKOW TV, Madison, Wis.
July 6, 2006

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.