CFP Board Looks to Tighten Certification, Disciplinary Rules for Planners

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CFP Board Looks to Tighten Certification, Disciplinary Rules for Planners

Aug 19, 2011

Investment advisers seeking [CFP®] certification as a financial planner would have to demonstrate work experience in a narrower calendar surrounding their examination date, under changes proposed by the Certified Financial Planner Board of Standards Inc.

The CFP Board announced today that it is soliciting comments about revisions to its certification and disciplinary procedures. Read more >

Investment News
Mark Schoeff, Jr.
August 19, 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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