New Social Media Guide for CFP® Professionals

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New Social Media Guide for CFP® Professionals

Jan 31, 2013

CFP Board has released a new Social Media Guide for CFP® Professionals that aims to help the 67,000 CFP® professionals throughout the country promote their CFP® marks through effective use of social media. The document provides tips and best practices for getting started with social media or enhancing a current social media strategy.

Download a copy of the Social Media Guide for CFP® Professionals (PDF, 2MB)

Review other resources for CFP® Professionals

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

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 themselves 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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