Increasing Awareness

Public Awareness Campaign & Toolkit

CFP Board’s current Public Awareness Campaign, It’s Gotta Be A CFP®, raises awareness for CFP® professionals and encourages consumers to visit the Let’s Make a Plan website to learn about the importance of partnering with a CFP® professional.

From digital to TV, materials from this campaign are provided as a resource to help both expand the campaign and the reach of CFP® professionals.

How to use this toolkit

Our integrated It’s Gotta Be A CFP® campaign launched in spring 2023 with a mix of TV, online advertising, social media, radio and public relations efforts.

The intention of this toolkit is for CFP® professionals to use the provided materials as their own. CFP® professionals can download, share, and utilize the content in ways that fit the needs of their own channels and clientele.

TV Ads

The Public Awareness Campaign’s television ads will be featured on national broadcast and cable television networks, as well as streaming services, like Hulu. The “Bungee” TV commercial focuses on how asking the right question can greatly impact your future, especially when it comes to your finances.

Below you will find both the :15 and :30 second video spots. These videos can be promoted through your social networks using the "Share link," or can be embedded directly onto your website using the "Embed code."

30 Second Spot

Share link: https://youtu.be/R3iIeRJ9cE4

Embed code: <iframe width="560" height="315" src="https://www.youtube.com/embed/R3iIeRJ9cE4" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>

15 Second Spot

Share link: https://youtu.be/j3xxUgjhRNo

Embed code: <iframe width="560" height="315" src="https://www.youtube.com/embed/j3xxUgjhRNo" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>

Digital Banner Ads

Digital display ads are provided in a variety of formats and can be embedded into your personal website. Use any combination of these ads to link either to your LetsMakeAPlan.org personal profile page or individual website.

How to use the display ads

Social Media

CFP Board encourages CFP® professionals to like and follow our social accounts. By sharing or retweeting our posts on your social networks, you can help to bring greater awareness of benefits of using a CFP® professional to your friends, potential clients and colleagues.

LinkedIn
Facebook
Twitter

Sample post: CFP® professionals are committed to acting in your best interest. That’s why It's Gotta Be A CFP®.

Get the social media graphics

Email Signature

This email signature graphic features the “It’s Gotta Be A CFP®” tagline, and can be downloaded and promoted in your personal email signature.

To download image:

Click the download link.
Right-click on the image and select Save As.
Save the image to your desired folder.

Update your email signature in Outlook:

Click File > Options > Mail > Signatures.
Click the signature you want to edit, and then add the downloaded image in the Edit signature box under your current signature.
When you're done, select Save > OK.

Update your email signature in Gmail:

In the top right, click Settings.
Under 'General', scroll to 'Signature' and click the signature you want to edit.
Use the text box to add in the downloaded image under your current signature.
At the bottom, click Save Changes.

Download the email signature image