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Celebrate National Financial Planning Month with CFP Board
October is National Financial Planning Month, a time to highlight the importance of financial planning and the trusted role of CERTIFIED FINANCIAL PLANNER® professionals. Throughout the month, CFP Board is providing CFP® professionals with resources to share the value of financial planning, engage clients and inspire future professionals.
As part of National Financial Planning Month, CFP Board Ambassadors Douglas A. Boneparth, CFP®, Cary Carbonaro, MBA, CFP® and Charles Weeks, JD, CFP® appeared on Fox & Friends to discuss why having a financial plan is essential at every stage of life.
CFP Board Chair Liz Miller, CFP®, CFA® kicked off National Financial Planning Month live on Good Morning America, the nation’s most-watched morning show. Her appearance showcases the value of working with a CFP® professional and brings our message to a national audience.
The momentum continues with a companion article on GMA’s website featuring four CFP Board Ambassadors: Elaine King Fuentes, MBA, CFP®, Scott Ward, CFP®, Kurt Whitesell, CFP® and Chelsea Ransom-Cooper, CFP®. Through videos and personal stories, they illustrate how CFP® professionals make a real difference in people’s lives.
National Financial Planning Month Toolkit
CFP Board has created a National Financial Planning Month Toolkit to help you spread the word. Inside, you’ll find:
- Sample social media posts for LinkedIn, X, Facebook and Instagram
- Graphics on budgeting, saving, investing and debt
- Hashtags and weekly themes to guide your outreach
- The toolkit gives you ready-to-use content you can share with clients, colleagues and your community.
Additional CFP Board Resources
LetsMakeAPlan.org: Share consumer-friendly information about the benefits of working with a CFP® professional.
Your Public Profile: Update your public profile on LetsMakeAPlan.org so potential clients can find you.
Combating Online Financial Misinformation: A CFP® Professional’s Guide: Use practical tips and strategies to address common myths about financial planning.
Employ these resources to connect with your clients, engage your networks and showcase the value you bring as a CFP® professional.