CFP Board and Bankrate, Inc. Partner to Help Consumers Find Financial Planners

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CFP Board and Bankrate, Inc. Partner to Help Consumers Find Financial Planners

May 05, 2008

WASHINGTON, DC – May 5, 2008 - Bankrate, Inc. (Nasdaq: RATE) and the Certified Financial Planner Board of Standards, Inc. announced today that they have formed a new relationship to benefit consumers. On Saturday, May 3, 2008, began offering CFP Board’s searchable listings of CERTIFIED FINANCIAL PLANNER™ professionals to its visitors, which now number more than 60 million annually.

Visitors to can search a nationwide database of over 37,000 CERTIFIED FINANCIAL PLANNER™ professionals by geographic radius or name. The CFP® practitioner listings reside in Bankrate’s new retirement channel, which provides comprehensive retirement strategies for consumers at different life stages.

“Bankrate has long advocated the use of highly-qualified financial planners,” said Thomas R. Evans, President and CEO of Bankrate Inc. “Bankrate’s CFP® practitioner listings will allow users to easily locate and connect with financial planners who meet and maintain CFP Board’s exacting standards.”

“Our new partnership with Bankrate reflects the core mission of Certified Financial Planner Board of Standards, Inc., which is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning,” said Kevin R. Keller, CEO of CFP Board. “With its millions of financially-oriented visitors, will also be an ideal avenue for providing the public with access to competent and ethical financial planners and to educate the public about CFP Board’s newly updated and strengthened Standards of Professional Conduct, which become effective July 1, 2008.”

View the listings here.

CFP® practitioners may update their contact information and make choices regarding their participation in the listings on by logging in to their online CFP Board accounts at

About CFP Board: The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 57,000 individuals to use these marks in the United States.

About Bankrate, Inc. (Nasdaq:RATE): The Bankrate network of companies includes,,, Nationwide Card Services,, Fee Disclosure and InsureMe. Each of these businesses helps consumers to make informed decisions about their personal finance matters. The company’s flagship brand, is a destination site of personal finance channels, including banking, investing, taxes, debt management and college finance. is the leading aggregator of rates and other information on more than 300 financial products, including mortgages, credit cards, new and used auto loans, money market accounts and CDs, checking and ATM fees, home equity loans and online banking fees. reviews more than 4,800 financial institutions in 575 markets in 50 states. In 2007, had nearly 60 million unique visitors. provides financial applications and information to a network of more than 75 partners, including Yahoo! (Nasdaq: YHOO), America Online (NYSE: TWX), The Wall Street Journal and The New York Times (NYSE: NYT).'s information is also distributed through more than 500 newspapers.

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning

Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252

Kayleen Keneally, Senior Director, Corporate Communications,
Bankrate, Inc.
P: 917-369-8677

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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.

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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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