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CFP Board in the News

CFP Board Gets Social

Jan 31, 2013

Social media can be something more than just posting vacation photos or telling the world what kind of crackers you ate with lunch. For financial planners, it can be a great way to network yourself with fellow planners and to market your business. Now, if only more planners used social media for such professional purposes.

According to a survey released today by the Certified Financial Planner Board of Standards Inc., roughly 73% of CERTIFIED FINANCIAL PLANNER[™ professionals] use social media but only about 45% do so for professional purposes. The main inhibitors to social media use in the office include compliance prohibitions and limitations, compliance and regulatory concerns, and lack of time. Read more >

Financial Advisor
Jeff Schlegal
January 31, 2013

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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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