Need Help with Your Resolutions?

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CFP Board in the News

Need Help with Your Resolutions?

Jan 10, 2011

Whether it's getting your home, office or time organized, cutting down your debt or your waistline or building up your career or portfolio, there's a coach of some kind (or several kinds) out there to prod you toward your goals....

What they do: Take an overall view of your financial life, from managing your investments to saving, budgeting, getting properly insured, managing debt and financial risk, as well as estate planning. CERTIFIED FINANCIAL PLANNER[™ professionals] are registered and must pass a roster of courses and exams, and are subject to discipline through their own national Certified Financial Planner Board of Standards.
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The Detroit News
Brian J. O'Connor
January 10, 2011
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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.