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August 29, 2018 at 03:06 PM
The Certified Financial Planner Board of Standards plans to launch on Tuesday a refreshed awareness campaign with the tagline: “With a CFP Professional,” which the board said “communicates the benefits and value” of working with a CFP.
CFP Board launched its “Let’s Make a Plan” campaign in 2011, and has spent over $75 million to date on it, said Kevin Keller, CFP Board’s CEO, on a Tuesday call to announce the new campaign.
(Related: How the CFP Board Is Advancing the Profession)
“This latest version of CFP Board’s Public Awareness Campaign goes to the heart of what CFP professionals do for their clients: they give them peace of mind with a financial plan,” Keller said. “We want to stress how working with a CFP professional, an individual with extensive knowledge who abides by our strict ethical qualifications, can help consumers reach this desired sense of assurance through a holistic and personalized approach.”
The campaign targets men and women ages 35 to 64 with net investable assets of $100,000 to $1 million.
Richard Salmen, director of CFP Board’s board, stated on the call that a drop in the public’s “unaided awareness” about the CFP mark prompted the refreshed campaign.
