Through our Public Awareness Campaign, CFP Board seeks to differentiate itself among the hundreds of financial services designations and certifications in the marketplace as well as raise awareness about the benefits of working with a CFP® professional.
Many consumers do not always understand the benefits of a holistic financial plan and have reservations about bringing in an expert to help. As part of our Public Awareness Campaign, we want consumers to know that having a partner will reduce the stress of the financial decision-making process and help them feel hopeful that they will resolve any tensions created by their financial situation. (Consumers not working with a CFP® professional are more likely to feel negative emotions, like stress, worry, anxiety, over-whelmed and frustrated, when thinking of their financial situation.)
We want Americans to understand how a CFP® professional is uniquely qualified to help them develop a holistic financial plan with their best interests in mind to give them confidence today and a more secure tomorrow.
We want consumers to know that CFP® professionals are competent and ethical. They are trusted counselors that work in the best interest of their clients. CFP® professionals meet the highest standards in education, experience and ethics. In addition to a rigorous exam, robust continuing education program and the need for experience and a background check, CFP® professionals are subject to an enforcement process where there are strict consequences for those who do not abide by the Code of Ethics and Standards of Conduct.
Nearly 4-in-10 consumers (36 percent) are not confident in how they manage their finances, however, more than 8-in-10 (84 percent) consumers who work with a CFP® professional are satisfied with their financial plan. (source: Heart + Mind Strategies Research, 2017)