Wanted: Holistic, Certified Planning

News & Events


CFP Board in the News

Wanted: Holistic, Certified Planning

Aug 20, 2013

Americans are interested in holistic financial advice and competent advisers with a financial planning certification, according to a survey.

Nearly all Americans expect a financial adviser to take into account their entire financial situation, with more than two-thirds wanting advisers to provide comprehensive financial planning services, according to a survey released today by Certified Financial Planner Board of Standards, Inc. (CFP Board).

A vast majority of those surveyed (91%) said they want their adviser to take into account their total financial situation.  More than two-thirds of survey respondents (70%) also said they would prefer working with an adviser who provides across-the-board financial planning services, compared with 30% who said they would choose someone who specializes only in one area such as retirement. Read More >

Jill Cornfield
August 20, 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.