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September 21, 2017
In This Issue:
Senior CFP Board Ambassador Jill Schlesinger, CFP® Shares Consumer Tips for Hurricane Recovery
The financial aftermath of hurricanes Harvey and Irma will unfold for months, and many people will need to turn into their own advocates to recover the full extent of their losses, said Senior CFP Board Ambassador Jill Schlesinger, CFP® in a recent contribution to CFP Board’s consumer website, LetsMakeAPlan.org.
“Keep working the process – it can take patience and persistence, but ultimately, you have to be your own advocate,” Schlesinger advised people affected by the hurricanes. “Unfortunately, natural disasters have a way of pointing out some of the more mundane aspects of our financial lives, like the details of property and casualty insurance coverage.”
Those facing flood damage could face the toughest challenges. Many homeowners’ policies do not cover damage that results from rising water. Fewer than 20 percent of the homeowners in the eight counties most directly affected by Harvey had special flood insurance offered by the National Flood Insurance program, according to a Washington Post analysis. In scenarios where homeowners are covered from water and structural damage, it can take months to complete and settle claims.
Schlesinger offered ideas to help people affected by these and other natural disasters successfully file claims with their insurance companies, and noted that the time to examine the details of your insurance policies is before a disaster.
World Financial Planning Day Is October 4
CFP Board is pleased to join Financial Planning Standards Board (FPSB) and the global financial planning community of member organizations to recognize World Financial Planning Day (#WFPD17) on Wednesday, October 4, during IOSCO’s World Investor Week (#WIW2017).
IOSCO’s World Investor Week is a global campaign from October 2-8 designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.
FPSB has launched World Financial Planning Day as part of its commitment to support consumers in achieving their financial and life goals and to increase consumers’ level of financial literacy and capability.
On World Financial Planning Day, FPSB and its network of member organizations representing a global community of over 170,000 CERTIFIED FINANCIAL PLANNER professionals will promote consumer awareness and understanding of financial planning topics including debt management; preparing for an unexpected financial emergency; home ownership; building savings; investment planning; and preparing for retirement.
CFP Board will be posting special messages for World Financial Planning Day on our consumer website, LetsMakeAPlan.org, and across our social media channels. We encourage CFP® professionals to participate by following CFP Board’s Twitter and Facebook accounts and sharing our World Financial Planning Day posts with their networks on October 4, using the campaign hashtags #WFPD17 and/or #lifesbetter.
Kiplinger Names Financial Advisor a Top 10 Best Job for the Future
Kiplinger recently reviewed 785 jobs and designated 10 high-salary jobs poised for strong growth in the coming decade – including “Personal Financial Advisor” as “Top 10 Best Jobs for the Future.
Using employment data provided by Economic Modeling Specialists International, a labor market research firm owned by CareerBuilder, Kiplinger identified 10 jobs in fields with strong growth projections and higher-than-median salaries. In addition to “Personal Financial Advisor,” the list includes jobs in technology (Computer Systems Analyst, App Developer) and healthcare (Dental Hygienist and Physician Assistant).
For “Personal Financial Advisor,” the report cites projected job growth for financial advisors from 2016-2026 at 23.8%, and noted that “Certification from the Certified Financial Planner Board of Standards enhances an advisor’s credibility.”
Read the full report from Kiplinger >
Register for the CFP Board Online Career Fair Sept. 27
The CFP Board Career Center will host an Online Career Fair on Wednesday, September 27. This is a great opportunity for your firm to connect with highly-qualified and motivated job seekers of all experience levels—without leaving your office. Employer booths are limited, so reserve your spot today!
CFP Board Online Career Fair
Wednesday, September 27, 2017
1:00 - 5:00 p.m. (Eastern)
Booth reservations are now open
We hope you can join us! In the meantime, post your open positions on the CFP Board Career Center.
CFP® Examination Update
Registration is now open for the final CFP® exam administration of 2017, which will take place during a November 7-14, 2017 testing window. Please encourage your qualified colleagues to continue their pursuit of CFP® certification, and remind them to register for the CFP® exam early for the best date and site availability. Learn more and register at www.CFP.net/exam.
Resources for Colleagues on the Path to CFP® Certification
Growth in the number of CFP® professionals strengthens the profession and the certification. Share these resources to help a colleague along the path to CFP® certification.