NAPFA to Make CFP® [Certification] a Prerequisite for Membership

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NAPFA to Make CFP® [Certification] a Prerequisite for Membership

Dec 02, 2012

To foster the evolution of financial planning as a widely accepted and understood profession, NAPFA announced Tuesday that, starting Jan. 1, it will only accept the CFP® [certification] for anyone applying to become NAPFA-registered planners.

"It's really not a big departure from what we've done in the past," NAPFA's Chair Lauren Locker, CFP® said in an interview. "The bigger issue here is that the CFP Board and the FPA are taking that first step in trying to make financial planning a real profession. I think we're all in agreement that let's all start with the CFP® [certification]." Read more >

Financial Planning
Ann Marsh
December 2, 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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