CFP Board Explains Why Public Awareness Campaign Is a Good Investment

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CFP Board Explains Why Public Awareness Campaign Is a Good Investment

Oct 29, 2012

The campaign, which the CFP Board's Board of Directors unanimously approved in November 2010, came in response to what officials at the organization describe as a widespread demand among planners for a greater awareness throughout the investing community of the certification and what it represents.

The CFP Board wants to convey not only that CERTIFIED FINANCIAL PLANNER[™ professionals] are held to a high standard of ethics and competence, but that they are equipped to handle the whole of a client's financial situation, running the gamut from tax strategy to real estate, budgeting and debt to estate planning.

"Financial planning is not just about investments. It really is focused on [an investor's] financial life and what's included in it," said Dan Drummond, director of public relations at the CFP Board. "The CFP® professional is uniquely qualified to help and pull those things together." Read more >

Financial Planning
Kenneth Corbin
October 29, 2012

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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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