Money Matters: Smart Tips to Make Your Retirement Savings Last as Long as You Do

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Money Matters: Smart Tips to Make Your Retirement Savings Last as Long as You Do

Mar 02, 2011

Look for the CFP®] designation. There are many designations in the financial planning field, but one of the toughest to get is CFP[® professional], or CERTIFIED FINANCIAL PLANNER[™ certification], which involves a 10-hour test, three years of financial planning experience and completion of a course of study at an approved university.

"By far, it's the designation that I'm most proud of," said Wenner, principal at Wipfli Hewins Investment Advisors in Edina. CFP[® professionals] are also bound by the CFP [Board] Code of Ethics, which means they have to disclose in writing all conflicts of interest and sources of income.
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Minneapolis Star Tribune
Alyssa Ford
March 2, 2011
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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.

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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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