Posted by on Aug 11, 2019 in Articles & Advice, Blog, Columns, Featured |

Image Credit: Alex Nabaum


By Jason Zweig  |   Aug. 9, 2019 11:00 am ET


Last month, a Page One article in The Wall Street Journal described loose disclosure and disciplinary practices at the Certified Financial Planner Board of Standards Inc., which awards the CFP designation coveted among financial advisers.

How soon and how much the CFP Board can improve its procedures is a critical question for the millions of families who rely on the nation’s nearly 85,000 certified financial planners for competent and ethical advice.


To read the rest of the column:

For further reading:


Benjamin Graham, The Intelligent Investor

Jason Zweig, The Devil’s Financial Dictionary

Jason Zweig, Your Money and Your Brain

Jason Zweig, The Little Book of Safe Money


Articles and other resources:

CFP Board Upgrades Its Scrutiny of Financial Planners