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CFP Board in the News

In a World of Schwab and Merrill, Can the CFP Board Use $36 Million of Ads to Make Planning Sexy?

Apr 14, 2011

The Certified Financial Planner Board of Standards is launching what is probably the largest public-facing ad campaign by a financial planning organization on Monday – and it's taking a risk to stand out in the crowded financial services marketplace.

The CFP Board shared the creative elements of the campaign with more than 1,100 CFP[® professionals] today (Thursday) in a webinar. The four-year $36 million campaign, which was funded by a major fee increase that angered some certificant holders, appears online, on TV and in print. CFP[® professionals] can download the advertising materials at www.CFP.net/toolkit and use them in their own practices. Read more >

RIABiz.com
Elizabeth MacBride
April 14, 2011

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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