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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 MAY 2017 EDITION
 
 
       
Jill Schlesinger

From CFP Board’s Senior Ambassador
 

Financial Words of Wisdom for College Graduates

College graduates are excited to embark on new journeys and begin new careers. Finances should be a priority, too. Senior Ambassador Jill Schlesinger, CFP® offers financial tips to follow post-grad… Read More

 
 
   
 

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

What Financial Planners Wish You'd Ask Them 

When it comes to enlisting the services of a financial advisor, the process can be daunting. CFP® pros recommend 10 essential questions they wish clients would ask, especially first-timers…
Read More

   
 
 

Financial Planning for Your Retirement

 
   
 

Empty Nesters, Fuller Wallets: Baby Boomers and Retirement

Retirement is just around the corner for some Baby Boomers. CFP Board Ambassador Ross Levin, CFP® discusses why you should be optimistic about reaching retirement age instead of worrying…
Read More

   
 

Save Early, Save Often: Retirement Tips

There are many approaches to saving for retirement. Molly Balunek, CFP® shares time-tested tactics to help you reap the rewards of financial security… Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Financial Fitness: How Do You Compare?

Healthy personal finance habits don’t happen overnight. Liz Weston, CFP® shares eight behaviors you can implement to set the foundation for your financial health… Read More

   
 

Smart Money Moves for Military Members Facing Deployment

Military families have enough to worry about before facing a deployment. Sean Michael Pearson, CFP® discusses programs that can help families with their finances long-term…  Read More

 
   
 

Wedding Prep: Prenups & Financial Protection

Weddings are an exciting time. It also means changes, especially for your finances. CFP Board Ambassador Lynn Ballou, CFP® shares how you can discuss money with your future spouse and protect your assets… Read More

 
   
 
 

Financial Planning for Women

 
   
 

Money Tips From Female Advisors of Color

CFP Board Ambassador Elaine King, CFP® weighs in on practical advice for women regarding debt, retirement, and building a better financial future… Read More

   

Financially Fierce: Women in the Household

Women are beginning to play a larger role in financial decisions. Ed Snyder, CFP® discusses why women are gaining more traction when it comes to financial planning… Read More

   
 
 

Financial Planning for Your Children

 
   
 

Financial Planning for Special Needs Children

You can diligently plan for most things in life, but having a child with special needs changes everything, including financial plans. CFP® pros Andy Schwartz and Christopher Krell discuss steps you can take to prepare for potential costs…  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 © 2017, 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.