How to Take Advantage of the CFP [Board's] Awareness Campaign

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How to Take Advantage of the CFP [Board's] Awareness Campaign

Apr 26, 2011

The Let's Make a Plan campaign combines television, print and online advertising to communicate the message that "If you need your whole financial life pulled together, a CFP[®] professional is uniquely qualified to help." The distinctive ads aim to rise above the clutter of other financial services advertising and communicate that CFP[® professionals] are ethical and are focused on overall planning through the comprehensive evaluations they provide to clients.

If you are a CFP[® professional], you will be directly affected by this campaign, even if you take a passive role. CFP[® professionals] who take a more active involvement in the campaign can use the toolkit provided by the CFP Board to promote themselves in local markets. Read more >

Advisor Perspectives
Kristen Luke
April 26, 2011

Speaker's Bureau
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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.