SYS-CON MEDIA Authors: Kevin Benedict, Rich Waidmann, Pat Romanski, Michael Jannery, Javier Paniza

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
AppDynamics, the application intelligence leader for software-defined businesses, announced the general availability of the AppDynamics Fall '14 Release. Serving the combined needs of IT and business teams across the enterprise, the latest release provides a comprehensive view across all aspects of digital performance in ultra large scale deployments. AppDynamics delivers Application Intelligence by building out advanced capabilities across the key areas of analytics, unified monitoring and D...
CloudBees, Inc., has announced a $23.5 million financing round, led by longtime CloudBees investor Lightspeed Venture Partners. Existing investors Matrix Partners, Verizon Ventures and Blue Cloud Ventures also participated in the round. The latest funding announcement follows earlier rounds of $4 million, $10.5 million and $10.8 million, bringing the total investment in CloudBees to just under $50 million since the company’s inception in 2010. Previous venture investment rounds were led by Ma...
In this Women in Technology Power Panel at 15th Cloud Expo, moderated by Anne Plese, Senior Consultant, Cloud Product Marketing at Verizon Enterprise, Esmeralda Swartz, CMO at MetraTech; Evelyn de Souza, Data Privacy and Compliance Strategy Leader at Cisco Systems; Seema Jethani, Director of Product Management at Basho Technologies; Victoria Livschitz, CEO of Qubell Inc.; Anne Hungate, Senior Director of Software Quality at DIRECTV, discussed what path they took to find their spot within the tec...
We’re no longer looking to the future for the IoT wave. It’s no longer a distant dream but a reality that has arrived. It’s now time to make sure the industry is in alignment to meet the IoT growing pains – cooperate and collaborate as well as innovate. In his session at @ThingsExpo, Jim Hunter, Chief Scientist & Technology Evangelist at Greenwave Systems, will examine the key ingredients to IoT success and identify solutions to challenges the industry is facing. The deep industry expertise be...
The cloud is becoming the de-facto way for enterprises to leverage common infrastructure while innovating and one of the biggest obstacles facing public cloud computing is security. In his session at 15th Cloud Expo, Jeff Aliber, a global marketing executive at Verizon, discussed how the best place for web security is in the cloud. Benefits include: Functions as the first layer of defense Easy operation –CNAME change Implement an integrated solution Best architecture for addressing network-l...
DevOps Summit 2015 New York, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that it is now accepting Keynote Proposals. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long development cycles that produce software that is obsolete...
The 3rd International Internet of @ThingsExpo, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that its Call for Papers is now open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
Amazon, Google and Facebook are household names in part because of their mastery of Big Data. But what about organizations without billions of dollars to spend on Big Data tools - how can they extract value from their data? In his session at 6th Big Data Expo®, Ali Ghodsi, Co-Founder and Head of Engineering at Databricks, discussed how the zero management cost and scalability of the cloud is addressing the challenges and pain points that data engineers face when working with Big Data. He also s...
The Industrial Internet revolution is now underway, enabled by connected machines and billions of devices that communicate and collaborate. The massive amounts of Big Data requiring real-time analysis is flooding legacy IT systems and giving way to cloud environments that can handle the unpredictable workloads. Yet many barriers remain until we can fully realize the opportunities and benefits from the convergence of machines and devices with Big Data and the cloud, including interoperability, ...
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...
IBM has announced a new strategic technology services agreement with Anthem, Inc., a health benefits company in the U.S. IBM has been selected to provide operational services for Anthem's mainframe and data center server and storage infrastructure for the next five years. Among the benefits of the relationship, Anthem has the ability to leverage IBM Cloud solutions that will help increase the ease, availability and speed of adding infrastructure to support new business requirements.
“DevOps is really about the business. The business is under pressure today, competitively in the marketplace to respond to the expectations of the customer. The business is driving IT and the problem is that IT isn't responding fast enough," explained Mark Levy, Senior Product Marketing Manager at Serena Software, in this SYS-CON.tv interview at DevOps Summit, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Today, IT is not just a cost center. IT is an enabler and driver of business. With the emergence of the hybrid cloud paradigm, IT now has increasingly more capabilities to create new strategic opportunities for a business. Hybrid cloud allows an organization to utilize multi-tenant public clouds, dedicated private clouds, bare metal hosting, and the associated support and services for the right use cases through an on-demand, XaaS model. This model of IT creates tremendous opportunities for busi...
DevOps means different things to different people. Qubell defines DevOps as the ability for the developer teams to do what they need to do to have this level of self-service. At DevOps Summit, Stan Klimoff, CTO of Qubell, demos the enterprise DevOps platform.
Cloud computing started a technology revolution; now DevOps is driving that revolution forward. By enabling new approaches to service delivery, cloud and DevOps together are delivering even greater speed, agility, and efficiency. No wonder leading innovators are adopting DevOps and cloud together! In his session at DevOps Summit, Andi Mann, Vice President of Strategic Solutions at CA Technologies, explored the synergies in these two approaches, with practical tips, techniques, research data, wa...