Americans' Financial Plan? Not Planning

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Americans' Financial Plan? Not Planning

Jul 23, 2012

Majority of citizens fearful of losing money, confused by investments; trust lacking

"Consumers understandably are more nervous about investing their money given recent revelations about financial fraud, manipulation and abuse of clients," said Kevin Keller, chief executive officer of the CFP Board. "We encourage consumers to do their homework and find a financial professional who always puts the client's best interest first."

Keller recommended that consumers visit the CFP board's website ( for tips on how to prepare a financial plan and shop for a financial adviser. He noted that the CFP Board works with more than 66,000 CERTIFIED FINANCIAL PLANNER[™ professionals] around the country and encouraged them to spread the word about the value of financial planning to all income levels and to encourage consumers to take advantage of the free website tools. Read more >

Investment News
Mary Beth Franklin
July 23, 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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