CFP® Professional Value Proposition
Looking for an effective way to describe the difference you make in your clients’ lives?
FPSC engaged in qualitative research on the functional and emotional value of financial planning. The result is a value proposition that conveys the meaningful role CFP® professionals play in the lives of their clients:
You have aspirations – for what and who you care about, for today and for the future. But life is complicated, and figuring out how to make those aspirations a reality can be hard.
You need a plan. A financial plan. Only CFP professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.
Whether you have a pressing issue or just need some help getting started, CFP professionals have the knowledge, skills, experience and the ethics to help you build the financial plan that will let you live your life confidently.
The new tagline for the CFP designation, Live life confidently™, succinctly summarizes this value proposition.
Here are some ideas for incorporating this messaging into your marketing efforts to communicate your brand in a way that resonates with clients and prospects.
"Life is complicated and figuring out how to reach your goals can be overwhelming.
There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them live life confidently."
Jane Doe, CFP®
Helping You Live Life Confidently
Let's Build a Plan to Help You Live life Confidently
Twitter Bio Certified Financial Planner® professional. Simplifying complex financial matters to help clients live life confidently.
Social Media Posts
We invite you to post these social media messages on your accounts to communicate the value of working with a CFP professional. Click here for post examples.