Brokers Edge into New Era as Advisors

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CFP Board in the News

Brokers Edge into New Era as Advisors

Aug 28, 2007

Becoming board certified is becoming more important for brokers. The most popular the CFP[® certification], a badge commonly held by independent financial planners.

Dow Jones Newswires
Victoria Knight
August 28, 2006

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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.

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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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