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CFP Board in the News

The Top Reason CFP® [Professionals] Avoid Social Media

Jan 31, 2013
While 73% of CFP® [professionals] use social media, only 45% use it for professional purposes

Uncertainty over compliance and regulatory requirements remains the top reason CFP® [professionals] steer clear of using social media for professional use, according to a just-released survey by the CFP Board....

Kevin Keller, CFP Board's CEO, said in a statement that "these results indicate that CFP® professionals are interested in using social media as a platform to educate the public about the value of financial planning and why they should use a CFP® professional in addition to using it as a tool to network." Read more >

AdvisorOne
Melanie Waddell
January 31, 2013

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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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