Women and Money

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CFP Board in the News

Women and Money

Jun 22, 2012

Money is rarely a convivial conversation starter.

In the financial community, however, women and money are a big topic. There's been a lot of buzz — and research — into how women handle their personal finances.

According to several recent studies, women are very optimistic about the country's economic recovery but far less confident about their own abilities to manage money, pay for college – their kids' or their own – and retire comfortably.

And while often more willing than men to seek advice, many women don't trust financial advisers.

From financial Twitter parties to better listening skills, financial advisers are getting the word: change. One of those leading the effort is Eleanor Blayney, [CFP®,] co-founder of consulting company Directions for Women and consumer advocate for the national Certified Financial Planner Board [of Standards]. Read more >

Chicago Tribune
Claudia Buck
June 22, 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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