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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

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

The Big 3 Financial Priorities That Come Before Paying for College

Forget the turkey and stuffing. There's another weighty reason for families to gather around the table this month – it’s time to complete the Free Application for Federal Student Aid or FAFSA. (It became available Oct. 1, for students attending school in academic year 2018-2019). FAFSA’s unveiling also means it’s time for parents to conduct sober conversations about education funding... 
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Why You Should Be Picky When Seeking Out a Financial Pro

Kiplinger's highlights the importance of ethical financial advice and notes that CFP® professionals are held to the fiduciary standard… Read More


Considerations for Business Owners When Choosing a Financial Advisor

The quality of financial advice matters. Entrepreneur says CFP® certification is a valuable designation to look for in an advisor...
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Financial Planning for Your Retirement


How to Start Saving For Retirement After 50

Think it’s too late to start saving? Think again, according to CFP® professionals Seth Priestle and Nancy Anderson on Next AvenueRead More


5 Steps to Help Pre-Plan Your Funeral

Pre-planning your funeral is not easy, but the options may surprise you. CFP Board Ambassador Marguerita Cheng, CFP® offers five tips on Let’s Make a PlanRead More


New Retirement Account Rules for 2018

Workers will be able to contribute more to 401(k)s but fewer people will have access to IRAs. CFP® professionals weigh in on new rules in U.S. News & World ReportRead More


Financial Planning for Your Life Now


Drowning in Debt? Here Are Some Strategies to Help

Many Americans struggle with debt, and yet still spend. Lazetta Braxton, CFP®, offers strategies to help dig out on CNBC… 
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Bad Things Happen to Good People: How to Prepare for Medical Emergencies

You can’t ever fully prepare for the accidents and illnesses. But if you follow the checklist offered by CFP Board Ambassador Bill Schretter, CFP® on Let’s Make a Plan you’ll have resources to fall back on when an emergency arises… Read More


Financial Planning for Women


Key Financial Rules for Women Over 40

Sit down with your partner to create a master list of your financial accounts and passwords, advises Senior Ambassador Jill Schlesinger, CFP®, in this article on AARP’s The Girlfriend
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Financial Planning for Your Children


New Parents Should Avoid These Money Mistakes

A bundle of joy can bring out your worst financial habits. A CNN Money article shows how CFP® pros like Eric Roberge, Monica Sipes and Bill Van Sant can help… 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.