CFP® [Professionals] Wary of Social Media

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CFP® [Professionals] Wary of Social Media

Jan 31, 2013

Forty-five percent of CERTIFIED FINANCIAL PLANNER[™ professionals] use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards....

In response to advisor interest in and adoption of social media, the CFP Board has released their new "Social Media Guide for CFP® Professionals." From advice like "pause before you post" to "use a link shortening tool," the guide provides tips and best practices for getting started with social media or enhancing a current social media strategy. Read more >

Financial Planning
Teck Lim
January 31, 2013

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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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