CFP Board Disciplines 22 CERTIFIED FINANCIAL PLANNER[™ Professional]s

News & Events


CFP Board in the News

CFP Board Disciplines 22 CERTIFIED FINANCIAL PLANNER[™ Professional]s

Jun 21, 2011

The Certified Financial Planner Board of Standards announced Tuesday it has taken public disciplinary actions against 22 CERTIFIED FINANCIAL PLANNER[™ Professional]s' right to use the CFP® certification mark that included the permanent revocation of the licenses of seven CFP[® professionals], the suspension of five CFP[® professionals], one interim suspension, and letters of admonition to nine other [CFP® professionals], officials said. Read more >

Financial Advisor
Jim McConville
June 21, 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.