Certified Financial Planner Board of Standards Inc.

06/17/2026 | Press release | Archived content

One-Third of Financial Fraud Victims Did Not Contact Law Enforcement, Per CFP Board

The types of fraud most encountered by survey respondents of CFP Board's Don't Fall for It: Guarding Against Financial Fraud research are phishing or "smishing," impostor scams and investment fraud. CFP Board Ambassador David Zuckerman, CFP® mentioned that the telltale signs of financial scams involve unnecessary urgency or impersonation of government agencies or banks. CFP Board Managing Director of Research Kevin Roth, Ph.D noted that many fraud victims face uncertainty, making a financial planner a valuable resource for cutting through the confusion.

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PlanAdviser
Edward Rueda June 17, 2026
Certified Financial Planner Board of Standards Inc. published this content on June 17, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on July 02, 2026 at 17:56 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]