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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

5 Inheritance Mistakes to Avoid

Any time you mix emotions and money, there are bound to be issues that arise. Senior Ambassador Jill Schlesinger, CFP® shares mistakes to avoid when dealing with an inheritance… Read More




Finance After 50: Finding Your First Advisor

From a death in the family to a divorce or inheritance, a major life event often triggers someone over 50 to call a financial advisor for the first time. Taylor Schulte, CFP® discusses what you need to know…
Read More


Weighing a Potential Advisor’s Trustworthiness

When hiring a financial advisor, how can you determine if he or she is trustworthy and reliable? Look for the CFP® marks… Read More


Financial Planning for Your Retirement


Make the Most of a 401(k) Match

401(k) plans vary by employer. Rianka Dorsainvil, CFP® and Clint McCalla, CFP® weigh in on how you can qualify for a 401(k) match and make the most of it should you change jobs… Read More


Key Accounts for Financial Security

Sterling Raskie, CFP® explains the ins and outs of home equity and retirement accounts, and how they can be key to your family’s financial assets… Read More


Financial Planning for Your Life Now


How to Make Home Equity Work For You

There are several ways homeowners can use their home equity, each with its benefits and drawbacks. Bijan Golkar, CFP® explains five options that might work for you… Read More


Investing: Stocks Versus Bonds

What’s the best way to invest? Ambassador Douglas Boneparth, CFP® offers tips on investments that may help you grow your cash flow…  Read More


Moving Forward Financially After Losing a Spouse

Surviving the loss of a spouse is difficult – emotionally and financially. Justin Goodbread, CFP® reviews major financial factors to consider during the transition… Read More


Financial Planning for Women


What Women Need to Consider in Planning for Retirement

Men and women are different – and financial planning needs to reflect that reality. Evan T. Beach, CFP® explains the challenges women face and strategies that can aid in retirement planning… Read More


Financial Planning for Your Children


7 Steps to Be Financially Prepared for Children

Welcoming a child into your life is a joyous occasion, but be sure to prepare financially for any unexpected costs. Ambassador Carina Diamond, CFP® offers seven tips that 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.