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.

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