by Joanna Pineda
Posted on April 1, 2013
Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification.
As THE premier certification organization for financial planners, CFP Board needed to redesign its website to:
- Educate financial planners on the importance of CFP® certification and encourage them to become certified
- Keep current CFP® professionals informed about the requirements for maintaining their certifications
- Position CFP® certification as the financial planning industry standard to a broader audience
Matrix Group worked with the organization to revamp their website. The new site:
- Features an improved “Find a CFP® Professional” tool.
- Is mobile friendly!
- Is built in the Sitefinity content management system and integrated with netFORUM, CFP Board’s certification database.
Visit the CFP Board website.
Related Articles
-
Be a Host with the Most
Posted on December 2, 2022
What happens in the first 30-90 days of a member’s journey with your organization matters. Really matters. Because it’s during those first few days, weeks, and months that your new member decides to engage with you in a meaningful way. They made the decision to join. Download the Guide | View more Guides
-
Budget for Communications and Marketing When Proposing New Initiatives
Posted on August 14, 2022
Last week, I attended and spoke at the International Foundation’s Technology and Benefit Communications Conference, held in Boston, MA. I spoke on the topic of “Next-Generation Tools to Enhance Your Communications,” or next-gen tools to communicate benefits to employees. At the end of the conference, there was an Open Forum, during which select speakers took questions from the in person and...
-
How to Make Your Remote Culture Work: Coworking and Virtual Water Coolers
Posted on June 15, 2022
Text to speech free is above. Text to speech with Polly is below. Using Joana neural voice. [tta_listen_btn] Listen to this article I've been thinking a lot about work 3.0 and how to make sure that my company continues to foster collaboration and create social capital, even though we're all remote. I found this great article in Forbes by Dr. Gleb...