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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

Ways to Manage Risk Amid Low Volatility

The stock markets have been relatively quiet this year, but that doesn’t mean you should become complacent. Senior CFP Board Ambassador Jill Schlesinger, CFP® shares four ways to mitigate risk when the next round of volatility appears… Read More




How to Determine the Right Advisor for You

While there are numerous ways to achieve your financial goals, sometimes it involves hiring a professional. Consider working with a CERTIFIED FINANCIAL PLANNER™ professional to help you reach your goals… Read More


Working with a Financial Planner: 5 Things to Consider

How do you begin to make good financial decisions? By connecting with a CFP® professional and learning to follow the plan you create together. Thomas P. Keller, CFP® explains… Read More


Financial Planning for Your Retirement


Don’t Let Fear of Finances Impact Your Retirement

If you’re nearing retirement and getting financial jitters, you’re not alone. Many people feel this way upon entering a new chapter in their financial lives. CFP® professionals share tips on what you can do to kick that anxiety to the curb… Read More


Who Will Manage Your Estate When You’re Gone?

Finding a suitable executor for your estate is a tough decision. Daniel Timins, CFP® shares seven tips to help you find the right one…
Read More


Financial Planning for Your Life Now


Advice for Couples Mismatched About Money

How can you prepare for the unexpected if your spouse isn’t interested in dealing with finances? Mike Pruitt, CFP® weighs in on how to address the issue… Read More


Tips for Traveling if You’re Short on Cash

Need a vacation, but short on money? Traveling is more affordable than you think with a little bit of planning. CFP® pros weigh in on how a vacation can still be possible… Read More


Financial Planning for Women


Financial Confidence: A Young Woman’s Perspective

Americans are beginning to gain financial confidence, but Millennial women have a gloomier outlook than men. Eric Dostal, CFP® breaks down what they can do to become more confident… Read More


Financial Planning for Your Children


Raising Financially Savvy Kids

Children who learn the importance of handling money responsibly at a young age are much better prepared to manage money independently once they are grown. Eric Hutchinson, CFP® shares the tricks to helping your children… Read More


Choosing a Guardian for Your Children

Does your will specify guardianship of your children? If not, Melinda Kibler, CFP® says the time to act is now… 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.