A Fiduciary Standard Is Good, Old-Fashioned Common Sense

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A Fiduciary Standard Is Good, Old-Fashioned Common Sense

Oct 09, 2011

Nearly five years ago, the Certified Financial Planner Board of Standards Inc. became a pioneer in the financial services industry by doing something so simple and obvious that it is hard to see why other organizations didn't do it first.

So what was this trailblazing act that not only provides investor protection but helps financial services professionals' own businesses? We put a marker down and said that CFP® professionals — when providing financial planning services — have to adhere to a fiduciary standard or, more plainly, put their clients' interests first. Read more >

Investment News
Kevin R. Keller
October 9, 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.

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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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