Making the Case for CFP[® Certification] Standards

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Making the Case for CFP[® Certification] Standards

May 01, 2013

Personal financial planning has grown and evolved considerably over the past several decades. Education, objectives, a professional code of ethics and associations provide financial planning with the framework to become a robust profession.

The education of future planning professionals involves a broad range of content areas. However, the preparation of a successful planner goes beyond basic theoretical content and practical actions. It also requires the development of important communication skills. Successful planning professionals must be able to develop a plan for clients - but also, perhaps just as important, communicate the plan effectively. Read more >

Financial Planning
Charles R. Chaffin
May 1, 2013

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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