Simply Money: Your Emotions May Be Costly

News & Events


CFP Board in the News

Simply Money: Your Emotions May Be Costly

Apr 26, 2012

Who to turn to: If you do decide to start working with an advisor, we believe that it is critical to start the financial planning process with a written plan that has been designed by a [CERTIFIED FINANCIAL PLANNER™ professional] who has passed the rigorous exams and agreed to abide by the CFP Board's Code of Ethics. Read more >
Nathan Bachrach and Ed Finke
April 26, 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.