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CFP Board in the News

Partner in Finance

Feb 01, 2012

[Marilyn Capelli]Dimitroff[, CFP®] started out in the brokerage business in the late 1970s, obtained her CFP[® certification] credentials in 1982 and launched a financial firm with another woman, operating as an independent RIA and independent broker-dealer in Chicago. In 1995, she opened Capelli Financial Services.

When she first went solo, she decided to become more involved with the CFP Board. Dimitroff became a member of the CFP Board [Board of Directors] in 2004 and was elected chairwoman of the board in 2009. From 2006 to 2007, she chaired the task force to revise the CFP Board's Standards of Professional Conduct and helped craft the definition of the term "fiduciary" for CFP® certificants.

As chairwoman, she remained committed to open communication e between the board and certificate holders. In one year alone, she and the CFP Board's CEO at the time, Kevin Keller, held 17 Certificant Connection meetings around the country, traveling to different areas around the country and inviting all the certificants in the region to come together and share their achievements and concerns."I learned firsthand about how proud folks are of their certification," Dimitroff recalls.

CFP[® certification]holders now number more than 64,000, up from a bit more than 36,000 at the end of 2000. This growth rate, which has far outpaced S&P 500 returns over the same time period, seems to square with Dimitroff's belief that CERTIFIED FINANCIAL PLANNER[™ professionals] provide many needed services beyond investment advice. Read more >

Financial Planning
Jim Grote
February 1, 2012

Speaker's Bureau
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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