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CFP Board in the News

Industry Group Launches Latest TV Commercial to Build CFP® Brand

Feb 03, 2014
It came one day after the Super Bowl advertising blitz, but the CFP Board hopes that a “reality” TV spot it launched Monday will help convince consumers to turn to a certified financial planner for advice.

The Certified Financial Planner Board of Standards Inc. unveiled an ad that shows average investors talking to a clean-cut investment adviser. He then reveals that he's actually a club DJ whose dreadlocks were shorn so that he could pose as a buttoned-down financial professional.

“I have no financial experience at all,” says the man, who also is an actor. He then briefly dances in front of his bewildered clients. The segment concludes with a voice over saying, “If they're not a CFP® pro, you just don't know. Work with the highest standard.”

“It is fun, it is edgy, it is creative,” CFP Board chairman V. Raymond Ferrara, [®] said during a webinar on Monday. Read more >

InvestmentNews 
Mark Schoeff, Jr.
February 3, 2014
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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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