CFP Board Reports Strong Results From Brand Awareness Campaign

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CFP Board Reports Strong Results From Brand Awareness Campaign

Nov 17, 2011

A lot more mass affluent investors know what a CFP[® professional] is than was the case just a few months ago. That's what an early study of the CFP Board's 4-year, $40 million advertising and brand awareness campaign shows, the board reported in a media briefing this week.

Just four months after the study launched back in April, 71% of mass affluent Americans surveyed were aware of the CFP® designation, up from 63% at the start of the campaign. Read more >

Financial Planning
Danielle Reed
November 17, 2011

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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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