Insurers Out to Kill Fiduciary Standard, Planners Say

News & Events


CFP Board in the News

Insurers Out to Kill Fiduciary Standard, Planners Say

Jun 23, 2011

Financial Planning Coalition sends petition to Congress urging adoption of single standard of care; 'isolated pocket of opposition'

"Sometimes, there's a silent majority, and you don't want that to get lost," [Marilyn Mohrman-Gillis, CFP Board managing director of public policy and communications] said. "There are thousands of people willing to sign a petition and say, 'Move forward.'" Read more >

Investment News
Mark Schoeff Jr.
June 23, 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.