CFP Board's New Chief Investigator Adds Enforcement Muscle

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CFP Board's New Chief Investigator Adds Enforcement Muscle

Apr 15, 2012

The organization that grants the primary financial planning credential has added muscle to its enforcement arm.

Last Monday, Rex Staples became the first director of investigations at the Certified Financial Planner Board of Standards Inc. He will oversee a burgeoning agenda.

Creation of the position reflects the growth in the number of CFP[® professional] designation holders, a group that has increased by 20% in the past five years to about 65,000 in the United States, and the heightened need to enforce the certification's code of ethics, said Kevin Keller, the CFP Board's chief executive. Read more >

Investment News
Mark Schoeff Jr.
April 15, 2012

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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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