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Practice Management > Building Your Business

CFP Board Offers Digital Certificate

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Investors have various ways to check their advisor’s credentials, but now the Certified Financial Planner Board of Standards has added a digital certificate to allow consumers to verify a financial planner’s certification status.

The certificate can be embedded on an advisor’s site or in email, can be shared via social network, or can be downloaded as a PDF, the CFP states. Advisors can access their copy of the certificate through their CFP Board account.

“In our technology-driven society, the digital certificate makes it easier for CFP professionals to share their qualifications with peers, clients and prospects,” said CFP Board CEO Kevin R. Keller, in a statement. “It’s also a tool for consumers to verify their CFP professional’s certification and supports our mission of providing competent and ethical financial planning advice.”


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