For CFP® Professionals


Recent Toolkit Additions

  • February 16, 2015:  CFP Board enters its fifth year of consumer advertising to raise awareness of the importance of working with a CFP® professional.  In 2015 we are continuing with the successful “DJ” TV campaign, using both 30- and 15-second commercials, and introducing a new print ad and new online banners that stress the importance of working with “the highest standard” of financial advisor.  The new ads feature people who take chances with extreme hobbies but stress that you shouldn’t take any chances with your finances by not working with an advisor who is not CFP® certified.  The ads lead the reader to to search for a CFP® professional.  All the ads are available on the Public Awareness Campaign toolkit to download.

  • February 3, 2014: CFP Board launches the next phase of the Public Awareness Campaign featuring new TV, print and online banner ads. The new campaign urges consumers to look for a CFP® professional, the “highest standard” of financial professional. The TV ads feature consumers taking financial advice from someone who looks like a financial planner, but is actually a club DJ. The print and online ads feature two people who look like financial professionals and ask if you can tell the difference. Point is, “if they’re not a CFP® pro, you just don’t know”. All the ads direct consumers to and are available to download. For more information about the campaign and a look behind the scenes, click here.
  • August 9, 2013: CFP Board ran several TV ads as part of our Public Awareness Campaign.  A 30-second TV ad aired on national cable networks such as CNN, MSNBC, ESPN and Travel Channel along with custom vignettes created by HGTV and National Geographic.  
  • June 4, 2013: Our “Chess” print advertisement joins three existing print ads that have been featured in popular print publications including Money, Fortune, Time, National Geographic, Golf and Real Simple. A customizable version of the “Chess” and other print ads are available to CFP® professionals, so they can personalize and place in local or national publications, such as community newspapers, business journals, city magazines, forum newsletters or national magazines.
  • May 16, 2013: Three new online banner ads have been added to the advertising for CFP Board’s “Let’s Make a Plan” public awareness campaign. The new “Hero” and “Kaleidoscope” online banner ads emphasize the importance of working with a CFP® professional and are available from our Public Awareness Campaign Toolkit, with instructions for adding the ads to your website.

  • April 3, 2013: CFP Board's 2013 Media Schedule is available for download and review by CFP® professionals, along with samples of "spreadvertorial" print advertisements appearing in National Geographic, Golf and Real Simple magazines. Learn more >

  • January 17, 2013: CFP Board has developed customizable client letters that CFP® professionals can send to clients and potential clients to highlight their qualifications as a CFP® professional and encourage them to take the next steps with their financial planning. Learn more >

  • November 20, 2012: A recent survey sponsored by CFP Board and the Consumer Federation of America found that Americans with a personal financial plan feel more confident and report more success managing money, savings and investments than those who have not prepared a financial plan.  A summary and full report of the 2012 Household Financial Planning Survey findings are available to CFP® professionals and our other stakeholders who wish to share this information on the benefits of having a financial plan. Learn more >

  • October 1, 2012: CFP Board is again running sponsorships on National Public Radio (NPR). The sponsorships, which mention that "CFP® professionals are helping bring clients' finances together" are on air Monday through Friday from 6-9 a.m. and from 4-6 p.m. from October 1 through November 21, 2012. Programming highlights include Morning Edition, Newscasts and All Things Considered. Tune in and listen for the messages, or click below to listen to the audio files:
    NPR Sponsorship Message 1: Message 1 (MP3 audio file; 265KB)
    NPR Sponsorship Message 2: Message 2 (MP3 audio file; 268KB)
  • September 4, 2012: CFP Board released its newest online banner ad for the Public Awareness Campaign. The "Job Changers" ad targets consumers who are changing or have changed jobs with the message that when your job changes, your whole financial outlook can change as well and only a CFP® professional is uniquely qualified to help bring all your finances together. The files for the Job Changers banner ad are available for use on your websites

  • August 6, 2012: CFP® professionals can help CFP Board extend the reach of the Public Awareness Campaign via social media. Learn more

  • July 13, 2012: During CFP Board's Business Update Webinar on July 13, 2012, Nancy Kistner, CFP®, CFP Board's 2012 Chair-Elect, shared details from a brand tracking study showing the progress made during the campaign's first year. View a recording of the update

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