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Financial Self-Defense: What to Know Before You Make a Decision Using a Financial Advisor

Jun 17, 2011

The Certified Financial Planner Board of Standards has published the Consumer Guide to Financial Self Defense. The report lists "red flags" and "self-defense moves" that individuals can take if they run into any of the red flags. Read more >
John Grobe
June 17, 2011

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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