CFP [Board]: Financial Plans' Peace of Mind Loosens Purse Strings, Too

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CFP [Board]: Financial Plans' Peace of Mind Loosens Purse Strings, Too

Jun 16, 2011

Financial plans are considered a wise investment for households, but can they save the national economy? A survey commissioned by the Certified Financial Planner Board of Standards suggests maybe. The poll earlier this month of more than 1,000 adults age 18 and up found that those with a financial plan possessed greater confidence in their financial well-being and were more likely to spend money in a recession than those who lacked a plan. For example, 59 percent of those polled who had plans were willing to make home improvements, compared to 33 percent of those who were lacking plans; 49 percent of people with plans said they would splurge on personal items, while only 25 percent of those without plans would splurge. Read more >

Registered Rep
Jerry Gleeson
June 16, 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.
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