Click here to close now.

SYS-CON MEDIA Authors: Carmen Gonzalez, Liz McMillan, Pat Romanski, Marty Puranik, Marco Meinardi

News Feed Item

CFP Board to Consumers: Ask for CFP® Certification, the "Highest Standard" for Financial Planning Advice

Public Awareness Campaign Stresses Importance of CFP® Certification in Identifying Qualified Financial Advisors

WASHINGTON, Feb. 3, 2014 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. announced today the next phase of its ongoing Public Awareness Campaign that urges consumers to look for CFP® certification, the "highest standard" for financial planning advice, when choosing a financial advisor.

"Consumers often don't know where to go or who to trust with their finances. We want the public to know that when it comes to financial advice, CFP® certification is the highest standard – and something they should look for," said CFP Board's Board of Directors Chair Ray Ferrara, CFP®.

The CFP® certification is considered the cornerstone of the financial planning profession and only those who have the certification can call themselves Certified Financial PlannerTM professionals. CFP® professionals have completed education requirements, have passed a rigorous exam to demonstrate required competencies, have met experience requirements and are held to rigorous ethical standards that require them to provide advice in their clients' best interest.  

The creative concept behind the advertising, which comes from Arnold Worldwide, Inc., shows how the CFP® certification makes a difference when it comes to choosing a financial advisor. The advertising features consumers accepting financial advice from an individual who appears and acts like a financial advisor, yet has no qualifications to provide financial advice. "If they're not a CFP® pro, you just don't know," a new television ad states, urging consumers to visit LetsMakeaPlan.org to seek out the highest standard and find a CERTIFIED FINANCIAL PLANNER™ professional who is thoroughly vetted.

Versions of the print ads, television spot and banner ads can be found here, and for a behind-the-scenes look at the campaign click here.

The new advertising, marketing and public relations campaign includes a mix of television, print and online advertising appearing in national outlets, as well as sponsorship messages on National Public Radio. This is the newest execution of a three-year campaign that has already generated significant increases in consumers' awareness of CFP® certification and the value of working with CFP® professionals. Last July, after reviewing its initial progress and successes, CFP Board's Board of Directors authorized the continuation of the campaign.

"Anyone can hold him or herself out to the public as a financial advisor or planner," said CFP Board CEO Kevin Keller, CAE.  "We urge consumers to seek someone who has demonstrated competency and ethics by achieving CFP® certification, the highest standard for the financial planning profession."

In addition to the advertising, CFP Board has retooled its popular website, www.LetsMakeaPlan.org, with more helpful "news you can use" information, a blog – "Let's Talk Planning" – from CFP Board Consumer Advocate Eleanor Blayney, CFP®, a tool that allows people to search for and connect with a CFP® professional in their area and a new Facebook page just for consumers.

CFP® professionals have access to the new ads and other resources that they can use to create awareness of the CFP® certification through a toolkit available on www.CFP.net.

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 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 69,000 individuals to use these marks in the U.S.

 

 

"Let's Make a Plan" Print Ad

 

Multimedia Assets associated with this release:

Video: http://origin-qps.onstreammedia.com/origin/multivu_archive/PRNA/ENR/FX-MM57018-20140203-1.mp4

Video: http://origin-qps.onstreammedia.com/origin/multivu_archive/PRNA/ENR/FX-MM57018-20140203-2.mp4

Photo: http://photos.prnewswire.com/prnh/20140203/MM57018

SOURCE Certified Financial Planner Board of Standards, Inc.

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
The speed of product development has increased massively in the past 10 years. At the same time our formal secure development and SDL methodologies have fallen behind. This forces product developers to choose between rapid release times and security. In his session at DevOps Summit, Michael Murray, Director of Cyber Security Consulting and Assessment at GE Healthcare, examined the problems and presented some solutions for moving security into the DevOps lifecycle to ensure that we get fast AND ...
One of the biggest impacts of the Internet of Things is and will continue to be on data; specifically data volume, management and usage. Companies are scrambling to adapt to this new and unpredictable data reality with legacy infrastructure that cannot handle the speed and volume of data. In his session at @ThingsExpo, Don DeLoach, CEO and president of Infobright, will discuss how companies need to rethink their data infrastructure to participate in the IoT, including: Data storage: Understand...
The Workspace-as-a-Service (WaaS) market will grow to $6.4B by 2018. In his session at 16th Cloud Expo, Seth Bostock, CEO of IndependenceIT, will begin by walking the audience through the evolution of Workspace as-a-Service, where it is now vs. where it going. To look beyond the desktop we must understand exactly what WaaS is, who the users are, and where it is going in the future. IT departments, ISVs and service providers must look to workflow and automation capabilities to adapt to growing ...
Docker is becoming very popular--we are seeing every major private and public cloud vendor racing to adopt it. It promises portability and interoperability, and is quickly becoming the currency of the Cloud. In his session at DevOps Summit, Bart Copeland, CEO of ActiveState, discussed why Docker is so important to the future of the cloud, but will also take a step back and show that Docker is actually only one piece of the puzzle. Copeland will outline the bigger picture of where Docker fits a...
Sensor-enabled things are becoming more commonplace, precursors to a larger and more complex framework that most consider the ultimate promise of the IoT: things connecting, interacting, sharing, storing, and over time perhaps learning and predicting based on habits, behaviors, location, preferences, purchases and more. In his session at @ThingsExpo, Tom Wesselman, Director of Communications Ecosystem Architecture at Plantronics, will examine the still nascent IoT as it is coalescing, includin...
The Internet of Things (IoT) promises to evolve the way the world does business; however, understanding how to apply it to your company can be a mystery. Most people struggle with understanding the potential business uses or tend to get caught up in the technology, resulting in solutions that fail to meet even minimum business goals. In his session at @ThingsExpo, Jesse Shiah, CEO / President / Co-Founder of AgilePoint Inc., showed what is needed to leverage the IoT to transform your business. ...
Hadoop as a Service (as offered by handful of niche vendors now) is a cloud computing solution that makes medium and large-scale data processing accessible, easy, fast and inexpensive. In his session at Big Data Expo, Kumar Ramamurthy, Vice President and Chief Technologist, EIM & Big Data, at Virtusa, will discuss how this is achieved by eliminating the operational challenges of running Hadoop, so one can focus on business growth. The fragmented Hadoop distribution world and various PaaS soluti...
The true value of the Internet of Things (IoT) lies not just in the data, but through the services that protect the data, perform the analysis and present findings in a usable way. With many IoT elements rooted in traditional IT components, Big Data and IoT isn’t just a play for enterprise. In fact, the IoT presents SMBs with the prospect of launching entirely new activities and exploring innovative areas. CompTIA research identifies several areas where IoT is expected to have the greatest impac...
Advanced Persistent Threats (APTs) are increasing at an unprecedented rate. The threat landscape of today is drastically different than just a few years ago. Attacks are much more organized and sophisticated. They are harder to detect and even harder to anticipate. In the foreseeable future it's going to get a whole lot harder. Everything you know today will change. Keeping up with this changing landscape is already a daunting task. Your organization needs to use the latest tools, methods and ex...
In his session at DevOps Summit, Tapabrata Pal, Director of Enterprise Architecture at Capital One, will tell a story about how Capital One has embraced Agile and DevOps Security practices across the Enterprise – driven by Enterprise Architecture; bringing in Development, Operations and Information Security organizations together. Capital Ones DevOpsSec practice is based upon three "pillars" – Shift-Left, Automate Everything, Dashboard Everything. Within about three years, from 100% waterfall, C...
Disruptive macro trends in technology are impacting and dramatically changing the "art of the possible" relative to supply chain management practices through the innovative use of IoT, cloud, machine learning and Big Data to enable connected ecosystems of engagement. Enterprise informatics can now move beyond point solutions that merely monitor the past and implement integrated enterprise fabrics that enable end-to-end supply chain visibility to improve customer service delivery and optimize sup...
Wearable devices have come of age. The primary applications of wearables so far have been "the Quantified Self" or the tracking of one's fitness and health status. We propose the evolution of wearables into social and emotional communication devices. Our BE(tm) sensor uses light to visualize the skin conductance response. Our sensors are very inexpensive and can be massively distributed to audiences or groups of any size, in order to gauge reactions to performances, video, or any kind of present...
Even as cloud and managed services grow increasingly central to business strategy and performance, challenges remain. The biggest sticking point for companies seeking to capitalize on the cloud is data security. Keeping data safe is an issue in any computing environment, and it has been a focus since the earliest days of the cloud revolution. Understandably so: a lot can go wrong when you allow valuable information to live outside the firewall. Recent revelations about government snooping, along...
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures...
Business and IT leaders today need better application delivery capabilities to support critical new innovation. But how often do you hear objections to improving application delivery like, “I can harden it against attack, but not on this timeline”; “I can make it better, but it will cost more”; “I can deliver faster, but not with these specs”; or “I can stay strong on cost control, but quality will suffer”? In the new application economy, these tradeoffs are no longer acceptable. Customers will ...