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Increasing Awareness

Public Awareness Campaign & Toolkit

CFP Board's current Public Awareness Campaign, With a CFP® Professional, raises awareness among consumers of the difference that a CFP® professional can make in their lives. That difference is a CFP® professional — backed by rigorous training — acting as a coach and counselor who can help incorporate all aspects of one’s finances into a personalized roadmap that inspires trust and confidence, today and tomorrow.

Let's Make a Plan - with a CFP® Professional

About the Campaign

Our integrated campaign, launched in fall 2018, includes a mix of TV, online advertising, print, social media, radio and public relations efforts. The campaign raises awareness for CFP® certification and CFP® professionals, and encourages consumers to visit the Let's Make a Plan website to learn more about financial planning and search for a CFP® professional. Below are materials you can use to help expand the campaign's reach, including the campaign website.

Visit the "Let's Make a Plan" Website

TV Ads

The Public Awareness Campaign's television ads air on national cable networks as well as through streaming services, such as Hulu. The “Shelley," “Cal and Valerie,” and "Jen and Maya" TV commercials show consumers at different phases in their financial life and how a CFP® professional helps them achieve their goals for today as well as tomorrow. Two shorter ads also running are "Everyone's Plan" and "Your Best Interest." Use the share links to embed or share these videos with your networks.

Online Banner Ads

To place this ad on your own site:

  1. Copy the code from the field below.
  2. Paste this code on any page on your website where you want the ad to appear.
    <iframe src="https://www.cfp.net/docs/default-source/for-cfp-pros---public-awareness-campaign-toolkit/2018-banner-ads/index.html" style="border: 0px currentcolor; width: 300px; height: 600px;"></iframe>

To place this ad on your own site:

  1. Copy the code from the field below.
  2. Paste this code on any page on your website where you want the ad to appear.
    <iframe src="https://www.cfp.net/docs/default-source/for-cfp-pros---public-awareness-campaign-toolkit/2018-banner-ads-jm/index.html" style="border: 0px currentcolor; width: 300px; height: 600px;"></iframe>
DOWNLOAD AD PDFS

PRINT

Print ads for the campaign run in both physical and tablet versions of Travel + Leisure, Bon Appetit, Golf Digest, The New York Times Style Magazine and more.

View The "Shelley" Ad (PDF)

View The "Cal and Valerie" Ad (PDF)

 

Radio & Other Media 

RADIO: A sample script based on the :15 second national NPR sponsorship is below. This can be edited for use on your local NPR station, podcast or other audio appearance. APM and public radio sample scripts are also provided. 

NPR :15 Support for [NPR] comes from [insert name] C-F-P, on behalf of Certified Financial Planner professionals: Trained in providing holistic financial planning in the client’s best interest. Let’s-Make-A-Plan-Dot-Org.

APM :15 Programming is supported by: C-F-P. Certified Financial Planner professionals: Trained in providing holistic financial planning in the client’s best interest … for short- and long-term goals from starting a business to saving for college to retirement. Let’s-Make-A-Plan-Dot-Org.

PUBLIC RADIO :10 Programming is supported by: C-F-P. Certified Financial Planner professionals: Trained in providing holistic financial planning in the client’s best interest. Let’s-Make-A-Plan-Dot-Org. 

 

CAMPAIGN PREVIEW WEBINAR

CFP Board leadership and agency partners discuss details about the campaign and share the TV ads during a "preview" webinar.

Explore THE CAMPAIGN WEBSITE

Visit the Let's Make a Plan website to see the public awareness campaign in action and search for CFP® professionals.

Visit Let's Make a Plan