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February 21, 2013
CFP Board is
pleased to announce the launch of our redesigned public websites, www.CFP.net and www.LetsMakeAPlan.org.
In addition to refreshing
the look and feel of the websites, the resources on the sites have been reorganized to provide clearer
navigation options, and we have introduced enhancements to a number of features, several of which are
This is the first phase of
a major project to update CFP Board’s online presence, and the new websites have benefitted greatly
from the feedback of CFP® professionals and our other stakeholders. We look forward to
sharing with you future updates, including an overhaul of our private, login-protected sites. And we
welcome your feedback on the redesigned sites.
CFP Board’s public
awareness campaign includes a toolkit of resources that CFP® professionals can use in their
local communities to extend the reach of the campaign. From customizable ad templates to artwork for the
CFP® marks, you will find the campaign resources and other marketing materials available to
CFP® professionals at www.CFP.net/marketing.
CFP® Professional / Contact a CFP® Professional
This popular tool now
allows you to upload your photo and provide additional information about your business, including an
optional disclosure or disclaimer statement, and up to 6 business addresses. The tool also includes a new
feature that will allow potential clients to contact you with an appointment request or other message
directly through CFP Board’s website.
This tool has also been
updated so that you and other CFP® professionals may indicate a maximum of 7 areas of
specialization. If your search profile previously included more than 7 areas of specialization, your
profile has been updated to include only the first 7 in alphabetical order.
We encourage you to review
the new options and update your profile by logging at www.CFP.net/log-in, accessing your account, and selecting the “Update Search Profile”
link. (Your username is your email address on record with CFP Board.)
Find a CE
This tool has been updated
with several new features to help you find relevant continuing education programs that CFP Board accepts
toward your renewal requirements. In addition to searching by the name of a sponsoring organization, you
can now search by topic or keyword, or limit your search to programs that provide a specific number of CE
hours. Try the new search at www.CFP.net/FindCE.
CFP Board has developed a
number of resources to assist CFP professionals in complying with the Standards of Professional
Conduct. Find a compliance checklist, sample disclosure and client agreement forms, frequently asked
questions, and recordings of past webinars on key issues related to the Standards at www.CFP.net/compliance.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
P 800-487-1497 • F 202-379-2299 • CFP.NET
1425 K STREET, NW #500 • WASHINGTON, DC 20005
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