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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 JUNE 2016 EDITION
Eleanor Blayney

From CFP Board’s Consumer Advocate

Dad, Be a Financial Superman to Your Kids

How can Dads bulk up their superpowers in the financial literacy department? First is to get literate themselves, if necessary, taking a class or online course on financial basics. But once they’ve mastered the fundamentals, it’s time to communicate and demonstrate these lessons to their kids. Here are a few ideas for helping your kids become more financially savvy…
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Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

Finding a Financial Advisor Fit for You

A financial advisor may be successful, but are they qualified for the job? CFP Board Managing Director of Corporate Relations Joe Maugeri, CFP® discusses how you can find a trusted CFP® professional… Read More

Financial Planning for Your Retirement

Saving for Retirement? Considering Using Health Savings Accounts

Want to have another retirement savings vehicle? Maintaining a health savings account can benefit you and help you save extra cash, says Mark Keating, CFP®Read More

What You Should Consider Before Retiring Abroad

Thinking about retiring abroad but not sure how to prepare financially? John Gin, CFP® discusses a few things you should think about first… Read More

Pace Yourself: Planning for the Retirement Finish Line

When planning for retirement, think of it as a carefully planned marathon, not a sprint. Break up your strategy into phases, says Melissa Sotudeh, CFP®Read More

Financial Planning for Your Life Now

Tips for Newlyweds to Combine Finances

Newlyweds – you’ve merged your hearts and families, now it’s time to merge your finances. ReKeithen Miller, CFP® explains how to make these changes…. Read More

How to Build Your Credit History Without a Credit Card

A strong credit history is essential to your future. Tyler Dolan, CFP® discusses how Millennials can use their student debt to build their credit score… Read More

Savings Tips to Turn Your Dream Vacation into a Reality

Ready for a getaway but aren’t sure how to prepare financially? CFP Board Ambassador Elaine King Fuentes, CFP® offers tips for an effective, stress-free vacation savings plan... Read More

Financial Planning for Women

3 Reasons Women Make Wise Investors

Women are excellent investors who are more likely to save their money than men. Blake Fambrough, CFP® explains why… Read More

Financial Planning for Your Children

The Extra Cost of College “Victory Laps”

Not graduating from college on time can cost parents and students more than expected. Lazetta Rainey Braxton, CFP® weighs in...
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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.