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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    OCTOBER 2018

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

 

Important Lessons to Learn on World Financial Planning Day

World Financial Planning Day calls for reflections on the past ten years since the financial crisis of 2008. Senior CFP Board Ambassador Jill Schlesinger, CFP® chronicles ten lessons to take away from the crisis and ways to stay protected for the future... Read More 

 
 

Financial Planning for Your Retirement

 
 

Furry Friends Should be Protected Too: Create an Estate Plan for Pets 

Most people consider their pet to be a part of the family so it is essential to protect them as such. U.S. News & World Report stresses the importance of having an estate plan for your pet, with Roger Ma, CFP® chiming in to discuss the need to be smart when selecting a caretaker… Read More 

Live Financially Stable After the Death of a Spouse: How to Prepare

Having a spouse means going through several stages of life together, and it’s crucial to plan for the final stage ahead of time. USA Today says consider talking to a CERTIFIED FINANCIAL PALNNERTM professional to prepare for the best financial outcome following the death of a life partner… Read More 

 
 

Financial Planning for Your Life Now

 
 

The Importance of Budgeting for Life Insurance

Life is unpredictable so it’s always best to ensure you have a plan in place to protect your family. Not sure how much life insurance to purchase and budget for monthly expenses? CFP Board Ambassador Bill Schretter, CFP® offers a few tips to help you get started… Read More 

Forced to Move: Three Lessons About Moving You Can Learn from a Volcano Evacuee

What would you do if a natural disaster drove you unwillingly from your home? Would you be prepared? CFP Board Ambassador Felicia Gopaul, CFP® provides three lessons she learned from talking with a recent volcano evacuee… Read More 

Budgeting for Charity: Figuring Out How Much You Can Give to Your Favorite Cause

Most of us believe in a good cause and want to support a charity close to our heart. Whether it’s donating goods or services, volunteering or making a financial donation, any contribution helps. Follow these tips form CFP Board Ambassador JJ Burns, CFP® to see how you can fit charity work into your budget… Read More 

 
 

Financial Planning for Women

 
 

Why Learning More About Investing Would Be a Good Investment

Although women are managing their finances and seeing higher returns than men, they are still behind when it comes to making investments. In this piece by NBC News, CFP Board Ambassador Cary Carbonaro, CFP® gives her take on why women are more hesitant to invest and what needs to happen to change the narrative… Read More 

Women and Retirement: Timing is Everything

Couples often retire together, though it may mean women missing out on extra social security income. In this CBS News article, Stephanie Mushna, CFP® weighs in on multiple reasons women should consider delaying retirement, as well as alternatives to lessen their workload… Read More 

 
 

Financial Planning for Your Children

 
 

How to Budget, Prioritize and Stay on Track with College Savings for Multiple Children

The number of consumers age 60 and older who have outstanding student loan debts quadrupled over the past few years, typically a result of paying off their children’s education. With the high cost of college, CFP Board Ambassador Paul Jarvis, CFP® shares insight into saving, especially if you have more than one child to put through school… Read More 

Baby Fever Is Making People Sick Over the Cost of Having a Child

The expensive price tag that comes along with being a parent is the key reason young people are opting out of having kids. In U.S. News & World Report, Jamie Ebersole, CFP® weighs in on a lifestyle adjustment that can help alleviate reservations due to hefty expenses and inability to predict the financial future… Read More 

 
 

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 © 2018, 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.