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CFP - Certified Financial Planner - Newsletter
WHY FINANCIAL PLANNING WORKS WORKING WITH A FINANCIAL PLANNER CHOOSE A CFP® PROFESSIONAL FINANCIAL PLANNING RESOURCES
LET’S MAKE A PLAN OCTOBER 2015 EDITION
Eleanor Blayney

From CFP Board’s Consumer Advocate

The Battle of the Funds

It’s the annual performance play-off between index funds and actively-managed funds. One more quarter to go to determine this year’s winner. There may be an upset this year, after a long string of index fund wins. As a result of market volatility and the ability of managed funds to mount an active defense, they are predicted to come out ahead… Read More

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

Finding the Right Financial Planner For You

Before you search for a financial planner, do your research and know what you want to accomplish... Read More

Financial Planning for Your Retirement

Pension or Lump Sum? How to Decide Which to Take

If you're lucky enough to be offered a pension, you face a choice: Should you take your pension or take a lump-sum payment? Ken Moraif, CFP® offers factors to consider… Read More

Retirement Planning For Singles

There are certain expenses and needs that unmarried adults should especially consider when planning for retirement, says Z. Stan Smith, CFP®Read More

6 Signs You’re Not Ready to Retire

If you're swimming in debt or your health coverage is up in the air, staying on the job a little longer is probably your best move, say CFP® professionals… Read More

Financial Planning for Your Life Now

Think You’re Too Young For Life Insurance? Think Again

Young people need life insurance policies too, especially if they have children or do not have coverage through an employer. CFP Board Ambassador Shannah Compton Game, CFP® explains… Read More

What You Need to Know Before Committing to Serve as Executor of an Estate

Are you sure you want to be an executor of an estate? Erika Safran, CFP® discusses the pros and cons... Read More

Financial Planning for Women

Money Considerations for Each Stage of Life

CFP Board Ambassador Cary Carbonaro, CFP® explains how each decade of life presents new financial challenges and opportunities for women [VIDEO]… Read More

Financial Planning for Your Children

When Your Kid Asks for a Raise

Is your child complaining that his allowance is lower than that all of his friends? CFP® professionals Jerry Lynch and Brian Power offer tips on how to turn it into a teachable moment… Read More

Ways to Give Your Child a Financial Head Start

Saving for your kid’s future? “Define that future,” says Carrie Schwab-Pomerantz, CFP®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 © 2015, 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.