2017 Women to Watch

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CFP Board in the News

2017 Women to Watch

Nov 20, 2017

InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their passion, creativity, inclusive approach and willingness to help other women along the way.

Among those who are recognized on InvestmentNews’s 2017 Women to Watch list are 2018 CFP Board Chair-Elect Susan John, CFP®; CFP Board 2017 CFP Board of Directors Member Peggy Ruhlin, CFP®, CPA/PFS, CFP Board Center for Financial Planning Executive Director Marilyn Mohrman-Gillis, Esq.; CFP Board Ambassador Marguerita Cheng, CFP®; and “I am a CFP® Pro” campaign spokeswoman Rianka Dorsainvil, CFP®. Read more >

InvestmentNews
November 20, 2017 


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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