Digital Certificate Now Available for Consumers to Verify CERTIFIED FINANCIAL PLANNER™ Professionals’ Credentials

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Digital Certificate Now Available for Consumers to Verify CERTIFIED FINANCIAL PLANNER™ Professionals’ Credentials

Jan 29, 2019

Online Format Makes Communicating Expertise and Credibility Easier for CFP® Professionals  

Consumers can now quickly verify a CFP® professional’s certification status through a digital certificate that can be accessed in email signatures, on websites and on social media platforms, Certified Financial Planner Board of Standards, Inc. announced today.

“CFP® professionals have met the rigorous professional standards set by CFP Board and should be proud of their achievement,” said CFP Board CEO Kevin R. Keller, CAE. “In our technology driven society, the digital certificate makes it easier for CFP® professionals to share their qualifications with peers, clients and prospects. It is also a tool for consumers to verify their CFP® professional’s certification and supports our mission of providing competent and ethical financial planning advice.” 

The new, online format makes it simpler to communicate the expertise and credibility associated with the CFP® certification. CFP® professionals can now:

  • Embed the credential in a website or email
  • Share the credential via social networks including LinkedIn, Twitter, Facebook, Google+ and Pinterest
  • Download a PDF copy of the certificate to their computers

CFP® professionals can access their digital certificate through their CFP Board account.

The digital certificate supports CFP Board’s pursuit of ambitious goals related to four overarching outcomes: increase public Awareness of CFP® professionals; increase Access by the public to the number of CFP® professionals; ensure there is Accountability of CFP® professionals; and further CFP Board’s position as the Authority in financial planning.

ABOUT CFP BOARD

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S.  CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning.  CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.

CONTACT: Dan Drummond, Director of Communications P: 202-379-2252 M: 202-243-8621 E: ddrummond@cfpboard.org

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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