CFP Board Presses Fiduciary Advocacy, Awareness Campaigns

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CFP Board Presses Fiduciary Advocacy, Awareness Campaigns

Nov 04, 2011

On the heels of the Financial Planning Standards Board's semi-annual meeting this week in Washington, D.C., top leaders of the Certified Financial Planner Board of Standards offered an update on the group's agenda, which remains dominated by policy advocacy and an ambitious public awareness campaign. Read more >

Bank Investment Consultant
Kenneth Corbin
November 4, 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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