CFP Board Issues a Reality Check to Consumers

The CFP Board has launched a new round of ads targeted at raising awareness regarding the importance of working with a Certified Financial Planner™ professional.  This latest campaign, titled “If They’re Not a CFP® Pro, You Just Don’t Know” involves pulling random people off the street, arming them with some industry jargon, and sitting them down in front of unknowing consumers.  To add to the point, the pseudo-advisors have been selected from somewhat counterculture occupations.

It’s a bit unorthodox, but…is it effective?


About Kevin O'Reilly, CFP®

Kevin O'Reilly, CFP®, is a financial advisor who specializes in working with parents of twins and triplets. Have a financial question? Ask Kevin!

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