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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    JANUARY 2018

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

 

Why Most Budgets Fail

Let me be the first to admit that I am not a fan of budgets. In the same way that I think most crash diets lead to failure, the majority of budgets or New Year’s Resolutions fall by the wayside within months, as life interrupts our best-laid intentions. Part of the reason is that we sometimes make the whole process more onerous than necessary... Read More 

 

Hiring a CERTIFIED
FINANCIAL PLANNER
Professonal

 

Be Picky When Hiring a Financial Planner

Anyone can call themselves a financial planner or financial advisor, but those with the CFP® certification are required to put their clients' interests ahead of their own. This Wisebread article explains… Read More 

 
 

Financial Planning for Your Retirement

 
 

5 Common Questions to Consider Before You Retire

Retirement is an exciting time to look forward to, but before you start planning those lavish vacations, consider these questions Kevin Webb, CFP® offers in Kiplinger.... Read More 

The Conversation You Need to Have Before It’s Too Late

Millennials and Baby Boomers: It's time to discuss personal finance and estate planning before it's too late. CFP Board Ambassador Douglas Boneparth, CFP® explains in InvestopediaRead More 

 
 

Financial Planning for Your Life Now

 
 

6 Planning Strategies to Help First-Time Homebuyers Become House-Rich

Purchasing a home is one of the largest and most important investments you’ll ever make. CFP Board Ambassador Marty Reid, CFP® shares tips to help first-time buyers prepare financially… Read More 

Financial Planning Tips for Millennials

Building the resources needed to accomplish your financial goals is not as complicated as it seems. CFP Board Ambassador Shannah Compton Game, CFP® reviews nine tips to help Millennials… Read More 

File Your 2018 Taxes Early

Taxes may not be due for a few more months, but that doesn’t mean you should wait. Lane Mullinax, CFP® explains the benefits of filing your taxes early in U.S. News & World ReportRead More 

 
 

Financial Planning for Your Children

 
 

Should You Pay Your Children an Allowance?

Teaching children the value of money from a young age is important. An allowance may be the best way to start. In this NerdWallet article, Christopher Krell, CFP® reviews the benefits and how much you should spend as your children age… Read More 

Kids and Chores: The Financial Do’s and Don’ts

Whether you’re implementing chores for the first time or looking for fresh ideas to motivate your kids, kick off 2018 with a few new strategies. Gregg Murset, CFP® discusses in L.A. ParentRead 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.