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Monitoring and Evaluating Your Investment Performance: 10 of the Best Resources and Tools for Investors

Sep 27, 2012

If you have already implemented a financial plan that includes investing and saving, you are heading in the right direction for a secure financial future. But once you have started investing, what are the next steps to make sure your money grows? The nonprofit Alliance for Investor Education (AIE), a consortium of America's top regulatory, nonprofit and industry organizations focused on investor education, is now making available in one place the best online resources monitoring and evaluating investment performance.

The new "Monitoring and Evaluating the Performance of Your Investments" section of the AIE Web site features [CFP Board's Lifelong Financial Strategies among] 10 top resources for investors. Read more >

Alliance for Investor Education
September 27, 2012

Speaker's Bureau
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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