How to Find a Financial Planner

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CFP Board in the News

How to Find a Financial Planner

Oct 01, 2008

In general, an adviser should have the CERTIFIED FINANCIAL PLANNER[™ certification], which is awarded by the nonprofit … Certified Financial Planner Board of Standards. The title indicates the individual has met CFP [Board's] education, examination, and experience requirements and has agreed to adhere to the organization's code of ethics.

US News & World Report
Kerry Hannon
October 1, 2008

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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