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Finding Financial Advice in an Age of Bad Behavior

Jun 05, 2009

Credentials, [unlike memberships], are things like the CERTIFIED FINANCIAL PLANNER™ designation, which requires those who have it to pass a difficult exam. A Certified Public Accountant counts here, too. You can’t just pay to get these letters after you name; you have to earn them.

New York Times
Ron Lieber
June 5, 2009

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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.

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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