Next Gen: The Advisory Industry's 'Best Kept Secret'?

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Next Gen: The Advisory Industry's 'Best Kept Secret'?

Nov 28, 2011

A handful of universities, led by Texas Tech and Virginia Tech, are growing their CFP[ Board-registered financial planning education] programs and introducing more young talent into the financial planning industry each year. Yet few firms seem to be aware of the budding talent pool. Read more and view the video >

Investment News
November 28, 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.

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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