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CFP - Certified Financial Planner - Newsletter
WHY CHOOSE A
CFP® PRO
FIND A CFP® PRO LEARNING
CENTER
FINANCIAL PLANNING RESOURCES
LET’S MAKE A PLAN DEC. 2016 EDITION
Eleanor Blayney

From CFP Board’s Consumer Advocate

A Battle Plan for “Stretched Worriers”

Many Americans struggle to pay what they owe each month and very little, if any, of their spending is discretionary. “Stretched Worriers” are the fourth and most financially fearful group of savers from the CFP Board survey. Approximately 60 percent of “Stretched Worrier” households make $50,000 or less annually. Consumer Advocate Eleanor Blayney, CFP® shares more… Read More

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

3 Common Mistakes When Selecting a Financial Advisor

You wouldn’t procure the services of a doctor who didn’t attend medical school or hire a lawyer who didn’t go to law school, so why would you hire a financial advisor who didn’t study financial planning? CFP® certification is among the most prestigious in the field of financial planning and a CERTIFIED FINANCIAL PLANNER™ professional may be the right person for you… Read More

Financial Planning for Your Retirement

Rules for Retirees in 2017

Retirement is a major life transition that involves financial and social changes. CFP Board Ambassador Cheryl Costa, CFP® explains five important decisions for those retiring in 2017… Read More

Retirement Savings Tips for Small Business Owners

When you run your own business, it may be difficult to make saving for retirement a priority. One tip to consider is hiring a CFP® professional to jump start your plan… Read More

Steer Clear of Social Security Stumbles

Most Americans don’t fully understand Social Security rules and benefits. This leads to filer’s remorse and even worse – thousands of forgone dollars. Theodore Sarenski, CFP® weighs in on how to protect yourself… Read More

Financial Planning for Your Life Now

Financial Abuse: Do You Recognize the Signs?

Financial abuse can take many forms. Some abusers use money as a tool to control their partners. Once a victim has become financially dependent on the abuser, it can become difficult to break free. CFP® pros Michael Maynes and Chris Cooper examine the signs…
Read More

Financial Planning for Women

Lessons From Women Taking the Financial Field by Storm

Women are making great strides in the financial planning industry, but there is still room for growth. Marilyn Mohrman-Gillis, Executive Director of CFP Board’s Center for Financial Planning, discusses why it’s important for young women to be aware of this career path…
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Financial Planning for Your Children

Teach Your Children Financial Habits for the New Year

Oftentimes we spend too much money around the holidays. Credit card spending directly ties into a budget or spending plan. Jane Young, CFP® explains why you should encourage your kids to review how much they spend and how to develop a budget… Read More

Recent Graduates Should Start Off Financially Solid

Graduates today have more student loan debt than previous generations, making budgeting and balancing post-grad life difficult. Christopher Zarra, CFP® shares tips for parents to help their college grads get the right start… Read More

How to Respond When Your Adult Kids Need Financial Help

It may be difficult for parents to understand when to cut off the ATM each time your adult kid needs financial help. CFP Board Consumer Advocate Eleanor Blayney, CFP® and Ambassador Cary Carbonaro, CFP® weigh in on factors to consider in different scenarios before saying ‘yes’ or ‘no’ to giving money… Read More

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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 © 2016, 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.