Lessons I Learned from Interviewing Over A Thousand Financial Planners

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Lessons I Learned from Interviewing Over A Thousand Financial Planners

Apr 14, 2011

After about three years into the business I had talked to hundreds of planners who possessed the CERTIFIED FINANCIAL PLANNER™ [certification] and hundreds who did not, and it became clear we had to make this [CFP® certification] an absolute requirement [for our financial planners at financial eduationcompany Financial Finesse]. Read more >

Liz Davidson
April 14, 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.

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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