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CFP Board in the News

CFP Board on Awareness Ads: Message Getting Through

Nov 18, 2011

The first 16 weeks of a marketing campaign designed to persuade investors to seek out the services of a certified financial planner have raised the profile of the investment professionals, according to a survey conducted by the organization that confers the designation.

Awareness of planning professionals rose by 8% to 71% from the beginning of the campaign in April through the middle of August, according to a poll of more than 6,000 people who have $100,000 or more to invest. Read more >

Investment News
Mark Schoeff, Jr.
November 18, 2011

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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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