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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

On World Financial Planning Day, 9 Questions to Help You Find a Financial Advisor

Every global citizen needs the knowledge and ability to save and invest for a better future. Fortunately, there are more than 170,000 CERTIFIED FINANCAL PLANNER™ professionals – including nearly 80,000 CFP® professionals in the U.S. – dedicated to providing people with the competent and ethical financial planning advice they need. On Oct. 4, we will observe the first-ever World Financial Planning Day as we join our international peers to raise awareness of the importance of financial planning… Read More




When Planning for Retirement, Who Should You Hire to Help You?

Retirement is a major life transition that requires a lot of planning. Nicholas Hopwood, CFP® shares tips to help you prepare and explains why hiring a CFP® professional is a must… Read More


Financial Planning for Your Retirement


Extend the Life of Your Portfolio in Retirement

You’ve done the easy part and started saving for retirement early. Now, you must make sure you don’t outlive your money. Mari Adam, CFP® shares strategies to generate extra income and extend the life of your portfolio… Read More


Retirement: Balancing Risks and Rewards

As your near retirement, you may decide to lower your risks. Jim Blankenship, CFP® explains how you can balance your income and invest safely… Read More


Financial Planning for Your Life Now


How to Successfully Split Expenses With Roommates

When you live with roommates it’s important to hold each person accountable for bills and other expenses. Chad Smith, CFP® weighs in on how to create good financial ties in your household… Read More


How to File Insurance Claims After a Natural Disaster

Natural disasters often point out the more mundane aspects of our financial lives, like the details of insurance coverage. Senior Ambassador Jill Schlesinger, CFP® offers a guide on how to successfully file a claim if you’re a victim of the Hurricanes Irma or Harvey… Read More


Financial Planning for Women


Women & Money: What to Consider After a Divorce

While divorce is never easy, it’s especially challenging for women to consider how to get their finances set after the divorce is finalized. Consider working with a CFP® professional to help revamp your financial plan after the knot comes untied… Read More


Keep Up Your Financial Fitness

Many women try to stay in good physical shape, but what about financial shape? When you make a commitment to improve your financial fitness, what numbers should you aim for? Kristen Fricks-Roman, CFP® breaks down the basics… Read More


Financial Planning for Your Children


Time to Talk With Your Kids About Money

We all want to be good financial role models for our children, but teaching the value of money can be overwhelming. Tracy Cooper, CFP® discusses how and at what age you should introduce concepts to your kids… Read More


Set Your Kids Up For Success With Their Summer Earnings

Anyone, regardless of age, can contribute post-tax earned income to a Roth IRA, which grows tax-free. Linda Rogers, CFP® began contributing to her retirement account when she was just a teenager. She explains how you can help your kids contribute their summer earnings too… Read More




"Let's Talk Planning" Blog


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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.