Successful Transitions to a Career in Financial Planning

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CFP Board in the News

Successful Transitions to a Career in Financial Planning

Dec 06, 2010

Whether you are thinking about what to do now that you have that undergrad degree or whether you are planning to switch careers, becoming a CERTIFIED FINANCIAL PLANNER™ professional will put you in a premier position with the expertise and training necessary for success. In addition to a high level of knowledge and experience in the field, a CFP® designation means you are dedicated to a client centered code of ethics a real plus in today's financial climate where trust is an important factor.

The Mercury News (San Jose, CA)
Jean Newton
December 6, 2010

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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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