Cutting Through the Advertising Hype That Surrounds Financial Advisors

News & Events


CFP Board in the News

Cutting Through the Advertising Hype That Surrounds Financial Advisors

May 07, 2007

Guidelines to help you determine which financial advisory firms provide true value from those that mostly offer marketing fluff. First, the firm needs to have the knowledge and expertise to successfully manage your financial issues. The CERTIFIED FINANCIAL PLANNER[™ certification] is becoming the industry benchmark to signify planners who agree to adhere to the highest internationally recognized standards of competence and ethical practices.
Martin Shields
May 31, 2007

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.

Upcoming Events

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.