How to Find Retirement Savings Advice You Can Trust

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How to Find Retirement Savings Advice You Can Trust

Oct 08, 2010

Find a true professional. If you are ready to pay for professional help, your first order of business should be to locate a financial adviser who is certified. In the financial planning world, the key designation is being a CERTIFIED FINANCIAL PLANNER[™ professional]. Having this designation means that the adviser has a college degree, has passed an exam, meets annual education requirements, and would face disciplinary action if they violate board regulations and ethics standards. To find certified advisers, visit, and do a search for someone in your area.
Phil Taylor
October 8, 2010

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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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