U.S. Worker Mortgage, Rent Payments On Thin Ice, Study Says

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U.S. Worker Mortgage, Rent Payments On Thin Ice, Study Says

Sep 28, 2011

The report, based on telephone surveys of 1,021 U.S. citizens 18 years or older, was issued the Certified Financial Planner Board of Standards, Financial Planning Association and Foundation for Financial Planning and The U.S. Conference of Mayors. It was conducted by KRC Research.

In conjunction with the release of the report, the consortium also announced the launch of its second annual "Financial Planning Days" (www.FinancialPlanningDays.org) in 31 cities across the nation on Saturdays throughout October. Read more >

Financial Advisor
September 28, 2011

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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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