Certified Financial Planner Board of Standards, Inc.
 
 
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CFP Board's "Let's Make a Plan" TV Public Awareness Campaign

Your finances can't manage themselves, but that doesn't mean they won't try. Bring all your finances together with the help of the one person who can -- a CERTIFIED FINANCIAL PLANNER™ professional. CFP® - Let's make a plan.

CFP Board's first large-scale Public Awareness Campaign to increase awareness of CFP® professionals includes this 30-second television advertisement, which will be broadcast during 2011 on national television channels including CNN, ESPN, Fox News, HGTV, The History Channel, MSNBC and The Travel Channel.

     


CFP Board's Ethical Standards and Disciplinary Procedures

When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you should expect to receive services that are conducted ethically, with integrity, objectivity, honesty and diligence. You deserve to have your interests placed ahead of the interests of your financial planner.

Those who have attained the CERTIFIED FINANCIAL PLANNER™ certification agree to abide by these and other high ethical standards, which are contained in CFP Boards Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board takes seriously its obligation to enforce those standards and has established disciplinary procedures that provide a rigorous and fair process for investigating questionable matters and imposing discipline where appropriate.

This presentation provides an overview of CFP Board's ethical standards and disciplinary procedures.

     


CFP Board's Financial Planning Clinics

CFP Board’s free Financial Planning Clinics have provided thousands of Americans with the opportunity to consult with volunteer CERTIFIED FINANCIAL PLANNER™ professionals about their personal finance questions and concerns and to attend Educational Workshops on diverse and popular financial topics, presented by leading experts in personal finance. Clinic attendees have come away with personalized information and advice on a wide range of topics, ranging from general financial planning to investment and insurance planning to retirement and estate planning. Best of all, the events are free, with no selling and no strings attached!

     


More Videos on CFP Board's YouTube Channel

Find more videos about financial planning and the CFP® certification on CFP Board's YouTube Channel.