Do You Need a Financial Adviser?

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CFP Board in the News

Do You Need a Financial Adviser?

Sep 20, 2011

To identify an adviser, tap your personal and professional network for recommendations and check whether your prospective candidates are accredited by at least one major industry group. Both the Certified Financial Planner Board of Standards and the CFA Institute list certified professionals on their websites.

You can also check a financial planner's disciplinary history on the websites of the CFP Board or the Financial Industry Regulatory Authority. Read more >

US News & World Report
Meryl Davids Landau
September 20, 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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