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CFP Board

March 15, 2013

Recording of March 2013 Business Update Webinar Now Available

A recording of CFP Board’s March 2013 Business Update Webinar is now available for on-demand viewing.

This webinar features CFP Board's leadership sharing the latest updates from CFP Board, including:

  • Report from the March 2013 Board of Directors Meeting
  • CFP Board’s Overarching Outcomes:
    • Awareness
    • Growth
    • Recognition/Regulation
    • Authority
  • Progress on increasing public awareness of CFP® professionals
  • Growth in the number of CFP® professionals (U.S. and worldwide)
  • Advancing recognition and regulation of financial planners
  • CFP Board’s upcoming Financial Planning Competency Handbook
  • Answers to questions from webinar attendees

Learn more and view the webinar recording  >


Introducing CFP Board's Newly-Redesigned Websites

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 for all of our important stakeholders, including updated and expanded sections for our education partners and for employers of CFP® professionals.

This is the first phase of a major project to update CFP Board’s online presence. 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® Professionals: Update Your “Find a CFP® Professional” Search Profile

With the release of CFP Board’s newly-redesigned website, this popular tool has been updated with a number of features. As a CFP® professional, you can now update your search profile with:

  • Your photo
  • Up to 6 business locations
  • An optional disclosure or disclaimer statement.

The tool also includes a new feature that will allow potential clients to contact a CFP® professional directly through CFP Board’s website with an appointment request or other message.

Participation in this feature of the website is optional. To participate, CFP® professionals must:

  1. Agree to the terms and conditions of participation
  2. Indicate that you currently accept new clients
  3. Identify yourself as a practicing financial planner
  4. Include at least one business address in your profile

To review the participation requirements and update your profile, log in at www.CFP.net/log-in, access your account, and select the “Update Search Profile” link. (Your username is your email address on record with CFP Board.)


Have You “Liked” CFP Board’s Facebook Page? Visit CFP Board’s Facebook page, where we share consumer-focused messages and links to financial planning tips from news articles written by or featuring CFP® professionals. Show your support of CFP Board’s consumer outreach by taking a minute to “Like” us on Facebook.

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
mail@cfpboard.org
P 800-487-1497 • F 202-379-2299 • CFP.NET
1425 K STREET, NW #500 • WASHINGTON, DC 20005
 
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Let's make a plan.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.