View this newsletter in your browser


CFP - Certified Financial Planner - Newsletter
Eleanor Blayney

From CFP Board’s Consumer Advocate

Confident Savers: Slow and Steady Wins the Race

Would you know a “confident saver” if you saw one walking down the street or in a crowd? My guess is probably not, and in a paragraph or two, I’ll explain why this may be so. CFP Board recently surveyed 1,000 working Americans over 25, and “Confident Savers” emerged as one of four distinct demographics with respect to their financial attitudes and behaviors....
Read More




Smart Ways to Find Money Mentors in the African-American Community

Studies show that just over one in ten African-Americans work with a financial professional. To find one, researching individuals with desirable qualifications, such as CFP® certification, is a great way to start… Read More


Financial Planning for Your Retirement


Year-End Retirement Savings Moves

Some retirement accounts have year-end deadlines for contributions and required distributions, while others give you extra time to make deposits that will count toward tax year 2016. CFP® pros explain last-minute moves to save you money… Read More


3 Steps for Creating a Money Management Action Plan

Setting financial priorities and goals is the first step toward executing a plan. Ambassador Douglas Boneparth, CFP® breaks down the basics… Watch Video


Financial Planning for Your Life Now


Money Must-Dos Before 2016 Ends

From charitable giving to taxes, CFP® pros discuss the best ways to tackle year-end financial planning…  Read More


Purchasing a Home May Lead to Greater Financial Security

CFP® pros Eric Roberge and Jennifer Harper discuss why the leap into homeownership may be better for your overall financial picture… 
Read More


Financial Planning for Women


Women and Career Breaks: How to Plan Ahead

Saving for retirement is challenging for women especially given the fact that women tend to live longer than men and often take career breaks. Rachel Gottlieb, CFP® shares tips to plan ahead and save…
Read More


Financial Planning for Your Children


4 Ways to Cut Childcare Costs

Parents want their kids to receive the best care while they earn a living, but may feel the strain on their pocketbooks as the cost of living rises. CFP Board Ambassador Marguerita Cheng, CFP® offers tips to save money… Read More


Avoid Debt From Dependents

Parents who become the piggy bank to their children can unknowingly create dependency. CFP® pros discuss how to set financial limits and communicate them to kids…  Read More


Paying For College: Are You Ready?

With student-loan debt at an all-time high, many parents are eager to help tackle tuition. CFP® pros discuss the signs that you’re financially able to pay for school… Read More




"Let's Talk Planning" Blog


Follow Us:

Facebook Twitter YouTube LinkedIn

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.