Not All Financial Planners Made Equal: How to Choose the Right One

News & Events


CFP Board in the News

Not All Financial Planners Made Equal: How to Choose the Right One

Jan 05, 2010

It doesn’t take much to get a business card that says, Financial Planner. In fact, during the recession, many people have turned to the profession. However, CFP[® professional]s distinguish themselves because they must have a minimum of three years experience in the field, have passed a rigorous slate of exams to receive certification and are obligated to uphold ethical standards. Only about a quarter of planners have CFP[® marks of] distinction.

Atlanta Journal-Constitution’s Atlanta Bargain Hunter Blog
Rana Cash
January 5, 2010

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.