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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    AUGUST 2018

From CFP Board's
Senior Ambassador,
Jill Schlesinger, CFP®

 

Changing Careers or Asking for a Raise? What to Know

In recent years, changing careers has become the rule rather than the exception. Whether this is due to financial constraints or lifestyle considerations, there are a few key aspects to consider before making this impactful decision… Read More 

 
 

Financial Planning for Your Retirement

 
 

Lessons for Millennials Faced with a Weakened Social Security

Social Security turned 83 this year and is nearing the end of its life – Millennials will likely not benefit from the system. In order to plan around the program’s insolvency, CFP Board Ambassador Dan Forbes, CFP® shares alternate savings methods to help Millennials prepare for retirement…
Read More 

How to Avoid Falling into the Consumption Gap 

Retirement is a big lifestyle change for most people but making sure you have enough saved doesn’t mean you need to have an aversion to spending. US News & World Report shares how to balance your retirement savings strategies to enjoy your life now and still live comfortably in retirement with insights from CFP® professionals... Read More 

Dreaming (and Living) a Green Retirement

CFP® professionals Allan Moskowitz, Monica Dwyer, George Gagliardi, Danielle Howard, Niv Persaud and Leon LaBrecque discuss how you can create a green retirement to help leave a better planet for your grandchildren in The Street… Read More 

 
 

Financial Planning for Your Life Now

 
 

Follow These Two Money Rules to Keep Your Marriage Healthy

Conversations about money can oftentimes be contentious, especially when managing your marital finances. In Business Insider, Shannah Compton Game, CFP® explains the two money rules she follows to navigate the tricky waters of managing your finances and ultimately avoid the money fights… Read More 

Before Moving in Together, Consider These Six Steps First

More Millennials are living with a significant other compared to any other generation. In this piece from CNBC, Jordan Sowhangar, CFP® offers Millennials advice on how to set expectations and talk about your finances before problems arise… Read More 

How to Rebuild When Divorce Derails your Retirement

Giving up retirement assets can be one of the biggest financial – and psychological – blows in a divorce. In this article on Reuters, CFP® professionals Dennis Nolte, Michelle Buonincontri and Rose Swanger explain how time is on your side when it comes to rebuilding your retirement… 
Read More 

Cutting Retirement Costs: Consider Re-Evaluating Homeowner’s Insurance

When Americans enter retirement, they typically want to cut any unwanted costs to make the most of their retirement savings. In this piece from USA Today, CFP® professionals Mark Beaver, James Shagawat, Kristin Sullivan, Mark Smith, Joshua Mungavin, Brett Anderson and Peter Palion provide tips to keep in mind when re-evaluating your homeowner’s policy... Read More 

 
 

Financial Planning for Women

 
 

Why Women Should Consider a Career in Financial Planning

The percentage of female financial planners has been stagnant for the past decade. In Kiplinger, CFP Board Center for Financial Planning’s Special Adviser on Gender Diversity Kathleen McQuiggan highlights how the financial planning profession is about helping people achieve their goals through a sound financial plan. Danielle Margulis, CFP® shares her experiences with the profession as well… Read More 

 
 

Financial Planning for Your Children

 
 

Personal Finance Habits for College Students 

College is often the first time your children are on their own financially. To help them understand how finances work and the importance of a credit score, CFP Board Ambassador Spencer Betts, CFP® shares his advice to help them build good personal finance habits… Read More 

 
 

By considering all aspects of your financial situation, a CFP® professional can help you manage your finances and develop a strategy for meeting your goals.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in your interest, putting your needs above their own.

 

Copyright © 2018, Certified Financial Planner Board of Standards, Inc.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with
plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification requirements.