Certified Financial Planner Board of Standards Website Redesign

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.

Hello 123 Posted on August 28, 2023
testing.
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...

Certified Financial Planner Board of Standards Website Redesign

Related Articles