For CFP® Professionals

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Social Media Guide for CFP® Professionals

CFP Board's Social Media Guide for CFP Professionals cover imageUse of social media has become a routine part of the day for many people, across all demographics, including the clients and potential clients of CFP® professionals. In the financial planning profession, where trust and communication are key components to developing a strong relationship with clients, social media can be a valuable asset for enhancing this relationship, providing a platform for real time, two-way communication.

To help CFP® professionals effectively use social media, CFP Board created a resource document to provide tips and best practices for getting started with social media or enhancing a current social media strategy.

Before using any social media network, please check with your compliance department for guidance and information about any regulatory or company-specific requirements.

Download the Social Media Guide for CFP® Professionals
(PDF, 2 MB)

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