CERTIFIED FINANCIAL PLANNER[™ Professionals] Worldwide Look for Universal Standard

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CERTIFIED FINANCIAL PLANNER[™ Professionals] Worldwide Look for Universal Standard

Oct 31, 2011

Certified Financial Planner Board of Standards CEO Kevin Keller, also on the conference call, said CFP[® professionals] here in the U.S. want to create an industry code of ethics and professional standards, based on responses from a 2009 CFP Board job analysis survey.

"CERTIFIED FINANCIAL PLANNER [™ professionals] here in the U.S. know the importance of practicing within professional and regulatory guidelines and the emphasis on putting the clients' interests first," Keller said.
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Financial Advisor
Jim McConville
October 31, 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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