The campaign, which the CFP Board's Board of Directors unanimously approved in November 2010, came in response to what officials at the organization describe as a widespread demand among planners for a greater awareness throughout the investing community of the certification and what it represents.
The CFP Board wants to convey not only that CERTIFIED FINANCIAL PLANNER[™ professionals] are held to a high standard of ethics and competence, but that they are equipped to handle the whole of a client's financial situation, running the gamut from tax strategy to real estate, budgeting and debt to estate planning.
"Financial planning is not just about investments. It really is focused on [an investor's] financial life and what's included in it," said Dan Drummond, director of public relations at the CFP Board. "The CFP® professional is uniquely qualified to help and pull those things together." Read more >
October 29, 2012