Consumer Research Drives Relaunch of CFP Board s Financial Planning Website
CFP Board enhances consumer-facing website, LetsMakeAPlan.org with a complete redesign, improving functionality and expanding content to benefit consumers
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WASHINGTON, Dec. 16, 2020 /PRNewswire/ Relying on extensive consumer research and user testing, Certified Financial Planner Board of Standards, Inc. (CFP Board) recently launched its redesigned and updated consumer-facing website, LetsMakeAPlan.org (LMAP). The refreshed website includes updated content and a modernized interface with a mobile friendly design to improve user experience, educate consumers on financial planning concepts and provide resources to find and evaluate CFP® professionals.
CFP Board launches redesigned consumer website
Let’s Make a Plan provides help on how to choose and pay for a financial planner
December 16, 2020 3 MINS
The Certified Financial Planner Board of Standards Inc. relaunched a website Wednesday to help prospective clients find a planner who’s a good fit for their needs.
The Let’s Make a Plan site was overhauled based on research conducted earlier this year that showed that the most important factors for consumers in the selection of an adviser are how they pay for a financial planner, whether they can afford it and whether the return was worth the cost.
Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Foundation for Financial Planning (FFP) today announced that Utah Valley University (UVU) was presented with the 2019 Excellence in Pro Bono Award. The award recognizes the 2019 accomplishments of the UVU Money Management Resource Center (MMRC), through which volunteer students provide free financial coaching for other UVU students. More than 4,500 pro bono activity hours were completed by 45 UVU students, with an estimated 760 one-on-one sessions held with pro bono clients. “We congratulate Utah Valley University for its outstanding and important pro bono financial planning program to help not only those seeking financial guidance but also provide exceptional experiential teaching opportunities to students,” said CFP Board CEO Kevin R. Keller, CAE. “The Money Management Center serves as a true example of giving back to the community.”
CFP Board, Foundation for Financial Planning Honor Utah Valley University with 2020 Pro Bono Award
Award Salutes Higher Education Institution for Outstanding Pro-Bono Efforts in their Community
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WASHINGTON, Dec. 15, 2020 /PRNewswire/ Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Foundation for Financial Planning (FFP) today announced that Utah Valley University (UVU) was presented with the 2020 Excellence in Pro Bono Award.
The award recognizes the 2019 accomplishments of the UVU Money Management Resource Center (MMRC), through which volunteer students provide free financial coaching for other UVU students. More than 4,500 pro bono activity hours were completed by 45 UVU students, with an estimated 760 one-on-one sessions held with pro bono clients.
Jason Demland, of the Defiance-based registered investment advisor firm Blue Jay Financial Group, has been authorized by the Certified Financial Planner Board of Standards Inc. to use the CFP certification marks in accordance with CFP Board certification requirements.
âEarning this designation is another important way to show our clients and community that we are dedicated to providing massive value by constantly improving ourselves and our company,â said Demland.
The CFP certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Boardâs code of eth