CFP Board Introduces New Websites for Stakeholders and Consumers

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CFP Board Introduces New Websites for Stakeholders and Consumers

Feb 21, 2013

Features Fresh Designs and Easier Navigation

Certified Financial Planner Board of Standards, Inc. today announced two redesigned websites – and  – that include crisp, fresh looks, clearer navigation and new ways to engage consumers, CFP® professionals and other stakeholders.

“Websites are like storefronts for any organization – they need to be inviting, accessible and offer visitors a great experience. Our new websites do just that and more, providing an opportunity for our stakeholders and the public to explore CFP Board, our certification and the value of financial planning,” said Kevin Keller, Chief Executive Officer of CFP Board. “These new sites have a dynamic look and feel that reflects the organization and its mission of benefitting the public.”

The new sites include an array of new features and resources to help CFP® professionals, prospective CFP® certification candidates, education providers, policy makers, and the public quickly find the information they need. Whether it’s learning about how to become a CFP® professional, searching for updated continuing education information or looking for a CFP® professional, the new websites offer something for everyone.

Some of the new elements of include:

  • Easier navigation and responsive design. Designed for today’s mobile environment, the site’s navigation is intuitive and adaptable to multiple platforms – desktops, tablets and smart phones.
  • More social media, video. Interact with CFP Board and use new social media tools to share content, such as videos featuring CFP® professionals.
  • Helpful new quick links. Easily find what you are looking for with quick links to our most requested information such as learning how to become a CFP® professional or general financial planning advice.
  • Expanded “Find a CFP® professional” tool. Consumers can find a CFP® professional who meets their needs through a search tool using specific criteria such as location, compensation type and specialization.
  • Searchable CE feature. CFP® professionals can easily sort through a wide variety of continuing education (CE) programs that will meet CFP Board’s renewal requirements.
  • Enhanced Public Awareness Campaign toolkit. To help extend CFP Board’s marketing and public awareness campaign at the local level, CFP® professionals have access to this digital toolkit full of resources that highlight the importance of working with a CFP® professional.

In addition to the main site, CFP Board also re-launched its consumer site –, which features accessible, timely and relevant information about financial planning, steps to creating a plan and how to find a CFP® professional that meets one’s needs. The new consumer site also features educational content from CFP Board Consumer Advocate Eleanor Blayney, CFP®, as well as a variety of publications, calculators and other helpful tools.


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 competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals, and other stakeholders.  CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and 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 67,000 individuals to use these marks in the U.S.


CONTACT: Dan Drummond, Director of Public Relations P: 202-379-2252 M: 202-550-4372 E: Twitter: @cfpboardmedia



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.
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