In celebration of World Financial Planning Day, CFP Board is hosting National Financial Planning Month to highlight the importance of financial planning and the trusted role of CFP professionals. Throughout the month, CFP Board is providing CFP professionals with resources to share the value of financial planning, engage clients, and inspire future professionals with the National Financial Planning Month Toolkit.
In addition, CFP Board Chair Liz Miller, CFP, CFA, joined Good Morning America to kick off National Financial Planning Month and highlight how CFP professionals are committed to acting in your best interest. Watch the full segment!
Lastly, CFP Board conducted a free virtual event, “The Power of a Plan: Navigating Market Uncertainty With Confidence,” that shares insights to help individuals navigate financial uncertainty. Featuring three CERTIFIED FINANCIAL PLANNER professionals, the webinar provides a historical context for the current economic situation and offers practical tips that consumers can consider in evaluating their circumstances today. Insights include:
- Identifying and avoiding misinformation
- How time horizon influences investment strategy
- How to build a cash cushion
- The opportunities available in a down market
- How staying calm during market flucuations helps in the long term.
You can view the free virtual event on the CFP Board You Tube Channel HERE.
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