The Let's Make a Plan campaign combines television, print and online advertising to communicate the message that "If you need your whole financial life pulled together, a CFP[®] professional is uniquely qualified to help." The distinctive ads aim to rise above the clutter of other financial services advertising and communicate that CFP[® professionals] are ethical and are focused on overall planning through the comprehensive evaluations they provide to clients.

If you are a CFP[® professional], you will be directly affected by this campaign, even if you take a passive role. CFP[® professionals] who take a more active involvement in the campaign can use the toolkit provided by the CFP Board to promote themselves in local markets. Read more >

Advisor Perspectives
Kristen Luke
April 26, 2011