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Certification Updates

Financial Planning Coalition Launches New Website to Inform and Engage Stakeholders for Legislative, Regulatory Advocacy

Jul 21, 2014
The Financial Planning Coalition – comprising Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Association® (FPA®) and the National Association of Personal Financial Advisors (NAPFA) – today announced the launch of a new website  designed to engage stakeholders in the Coalition’s efforts to educate lawmakers, regulators and consumers on critical investor protection measures needed to ensure financial planning services are delivered in the public’s best interests.

The new website – located at www.FinancialPlanningCoalition.com – provides regular updates on the policy issues impacting the delivery of financial planning services to the public, and makes it easier for the Coalition’s nearly 80,000 stakeholders to take action on the issues.

“As the Coalition continues to advocate before policymakers for increased consumer and investor protection in financial planning, we recognized a need to revisit our web presence to more effectively communicate our mission and policy objectives,” said the Coalition. “Our goal is to ensure that the voices of financial planners are heard on the issues of importance to the public and our profession, including the extension of a uniform fiduciary standard of care to broker-dealers and greater investment adviser oversight.”

In addition, the Coalition sought to refresh its branding to better reflect the collaboration and cooperation essential to this partnership in a distinctive, bold and contemporary fashion. The seal with interlocking letters forming the core of the logo is intended to represent this collaboration, while the color palette incorporates an element of each partner organization’s branding.   

About the Financial Planning Coalition
The Financial Planning Coalition, a group representing nearly 80,000 stakeholders, is a collaboration of Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Association® (FPA®), and the National Association of Personal Financial Advisors (NAPFA) formed to advise legislators and regulators on how to best protect consumers by ensuring financial planning services are delivered with fiduciary accountability and transparency. To learn more, please visit www.FinancialPlanningCoalition.com.

Contact: Carolyn Sofman, 202-585-2202, csofman@powelltate.com

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