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CFP Board in the News

CFP® [Professionals] Wary of Social Media

Jan 31, 2013

Forty-five percent of CERTIFIED FINANCIAL PLANNER[™ professionals] use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards....

In response to advisor interest in and adoption of social media, the CFP Board has released their new "Social Media Guide for CFP® Professionals." From advice like "pause before you post" to "use a link shortening tool," the guide provides tips and best practices for getting started with social media or enhancing a current social media strategy. Read more >

Financial Planning
Teck Lim
January 31, 2013

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