CFP Board Issues a Reality Check to ConsumersSubmitted by Foothills Financial Planning on February 9th, 2014
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?