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Kanan Sachdeva
Westborough, Mass. – Kanan Sachdeva CFP, a financial advisor with Northwestern Mutual, has earned the Certified Financial Planner (CFP®) certification through the Certified Financial Planner Board of Standards Inc.
Sachdeva’s achievement positions her as a groundbreaking leader. The CFP Board Center for Financial Planning reports that only around 20% of the US advisors are CFP® professionals. Of that population, 23% are women, and less than 5% are people of color.
The CFP® designation sets the highest standard for financial planners, and only those who complete the program’s rigorous requirements can attain the prestigious certification. The CFP® professionals have the expertise to evaluate all areas of a client’s global financial picture, including investments, insurance, tax planning and management, retirement and employee benefits, saving for college, and estate planning. They ensure clients are taking advantage of
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Consumer Research Drives Relaunch of CFP Board s Financial Planning Website
CFP Board enhances consumer-facing website, LetsMakeAPlan.org with a complete redesign, improving functionality and expanding content to benefit consumers
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WASHINGTON, Dec. 16, 2020 /PRNewswire/ Relying on extensive consumer research and user testing, Certified Financial Planner Board of Standards, Inc. (CFP Board) recently launched its redesigned and updated consumer-facing website, LetsMakeAPlan.org (LMAP). The refreshed website includes updated content and a modernized interface with a mobile friendly design to improve user experience, educate consumers on financial planning concepts and provide resources to find and evaluate CFP® professionals.
CFP Board launches redesigned consumer website
Let’s Make a Plan provides help on how to choose and pay for a financial planner
December 16, 2020 3 MINS
The Certified Financial Planner Board of Standards Inc. relaunched a website Wednesday to help prospective clients find a planner who’s a good fit for their needs.
The Let’s Make a Plan site was overhauled based on research conducted earlier this year that showed that the most important factors for consumers in the selection of an adviser are how they pay for a financial planner, whether they can afford it and whether the return was worth the cost.
Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Foundation for Financial Planning (FFP) today announced that Utah Valley University (UVU) was presented with the 2019 Excellence in Pro Bono Award. The award recognizes the 2019 accomplishments of the UVU Money Management Resource Center (MMRC), through which volunteer students provide free financial coaching for other UVU students. More than 4,500 pro bono activity hours were completed by 45 UVU students, with an estimated 760 one-on-one sessions held with pro bono clients. “We congratulate Utah Valley University for its outstanding and important pro bono financial planning program to help not only those seeking financial guidance but also provide exceptional experiential teaching opportunities to students,” said CFP Board CEO Kevin R. Keller, CAE. “The Money Management Center serves as a true example of giving back to the community.”