CFP Board to Unveil $36 Million Branding Campaign at April 14 Webinar

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CFP Board to Unveil $36 Million Branding Campaign at April 14 Webinar

Apr 05, 2011

In an effort to raise awareness about the CERTIFIED FINANCIAL PLANNER™ certification and what it means to the general public, the CFP Board of Standards is introducing a $36 million branding campaign at an April 14 webinar.

The board’s goal is to make the CFP® certification for financial planners a household name for consumers, much like the term CPA has become the familiar designation for accountants. The campaign is targeting consumer perceptions of financial planners in the hopes of raising awareness of the fiduciary standard. Read more >

Joyce Hanson
April 5, 2011

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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 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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