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Certified Financial Planner


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


6 Financial Planning Tips for College Graduates

Soon after donning their caps and gowns, recent college graduates should develop their first (of many) financial plans to make sure they’re prepared for all the twists and turns of the ‘real world’. Now is the time to start paying down debt and putting money away for the future… Read More 


Financial Planning for Your Retirement


How to Make Good Use of an Old Life Insurance Policy

Is that life insurance policy you bought decades ago still serving a good purpose once you retire, or could you be doing something better with it? In Kiplinger, Mike Aloi, CFP® shares options to consider… Read More 

What Most People Don’t Know About Their Social Security Benefits

There’s a lot of misinformation out there about Social Security; nearly half of Americans age 50 and over failed a five-question true/false quiz on the subject. In TheStreet, CFP® professionals weigh in on what you need to know about one of the most crucial aspects of one’s retirement benefits... 
Read More 

Your Roadmap to a Comfortable Retirement

Retirement is a big lifestyle change for most people, but many still enter it unprepared. USA Today shares how to plan ahead for a comfortable retirement with nine strategies from CFP Board Ambassadors and CFP® professionals Lynn Ballou, Scott Ward, Jeanne Fisher, Larry Stein and Neal Van Zutphen… Read More 


Financial Planning for Your Life Now


Practical Strategies to Establish an Emergency Fund

Six out of ten Americans are not prepared for an unexpected $1,000 expense. CFP Board Ambassador Scott Ward, CFP® shares three strategies to help you establish an emergency fund… Read More 

Costly Mistakes Beginner Investors Make

It’s easy for new investors to make mistakes with their stocks. In Reader’s Digest, CFP® professionals lay out the 11 worst mistakes first-time investors make and how they can make better, smarter money moves going forward… Read More 


Financial Planning for Women


4 Steps Women Should Take to Prepare for Retirement

With the gender wage gap still over 21 percent, many women are finding themselves unprepared to meet the financial challenges of retirement. In a column for CNBC, CFP Board Ambassador Marguerita Cheng, CFP® shares advice on how women can set themselves up for financial freedom in retirement… Read More 

How to Fool-Proof Your Finances and Grow Savings

Automating your bills and paychecks is a good first step to managing your budget, but it’s not enough. Alexa Von Tobel, CFP® offers Vogue readers six tips on how to save money by fool-proofing your finances… Read More 


Financial Planning for Your Children


Best Finance Tips for Your Soon-to-Be-Married Child

Money (or a lack thereof) is a leading cause of marital friction. To avoid this, CFP Board Ambassador Steve Repak, CFP® says to advise your newlywed child to talk with a CFP® professional to assess current finances and map out a financial plan… Read More 

What’s Your 529 College Savings Strategy?

For many families, a 529 plan can form the foundation of their college savings strategy. There is no minimum to get started, and the account grows tax-free. CFP Board Ambassador JJ Burns, CFP® discusses the advantages of a 529 and other college finance strategies… 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.


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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.