The CFP Board is Right on Ethics

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The CFP Board is Right on Ethics

May 01, 2011
Updated requirements raise the stature of financial planning as a profession

The CFP Board has made clear that it intends to raise the stature of planning as a profession. The updated ethics CE program requirements are important steps in that direction. Read more >

Investment News
Blaine F. Aikin
May 1, 2011

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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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