Issue a Press Release
Issue a Press Release to your contacts (or a series if you can) on your firm's CFPTM achievements.
Publishing a press release can help your business gain valuable PR and boost your company’s
credibility. We're happy to supply a comment to include in in your press release. For press enquiries and
comments, please contact:
lora.benson@cisi.org
- CFPTM achievements could include announcements of good professional exam results,
large client wins, internal promotions and any charitable activities where a staff member or the
firm has gone the extra mile or raised a sum of money for a good cause
- When contacting your local or regional media don’t forget to include a good quality photo
to enhance your story and help it to stand out
- Create a short and catchy headline to attract the media’s attention
- When contacting a media outlet, make sure you are contacting the right journalist for your
story, so it doesn’t get lost!
- Read the Guardian’s
tips for writing a good press release
Display your CFPTM Marks
As a CERTIFIED FINANCIAL PLANNERTM professional, we encourage you to display your CISI membership
designatory letters and CFPTM marks/logo on your email footer, website, corporate stationary,
social media profiles, blog and business cards.
Download
CFPTM Marks logo and guidelines
First name, last name, APP CFPTM ACSI
First name, last name, APP CFPTM Chartered FCSI
If space is limited, you are able to shorten Chartered MCSI and Chartered FCSI to Ch. MCSI / Ch.
FCSI
The CFPTM logo/marks must be clearly associated with your name and must not appear to be part of,
or incorporate in, the name of your firm or firm logo, or imply that your firm is entitled to use the marks.
Please email marketing@cisi.org with
the proofs of your business stationary for approval.
Email and web banners
Email banner
Add this email banner to your work email signature
Size: 560 x 157
Download
Leaderboard banner
Add this leaderboard digital advert to your blog or webpage
Size: 728 x 90
Download
MPU banner
Add this MPU digital advert to your blog or webpage
Size: 300 x 250
Download
Screensaver/Wallpaper
Add to your computer bacgkround or screensaver
Size: 1920 x 1080
Download
Posters and Banners for your office and meeting rooms
CFPTM poster - Supporting you with your financial decisions
Size: A4/A3
Download
CFPTM poster - A financial partner for life
Size: A4/A3
Download
Customisable CFPTM poster - Supporting you with your financial
decisions
Add your corporate logo to this poster
Size: A4/A3
Download
CFPTM poster (empty belly) - Supporting you with your financial
decisions
Poster with empty belly for you to use
Size: A4/A3
Download
Pull-up banner artwork for you to use at events or in your office
Use your local printer or banner supplier - Solo Press
Size: 800mm x 2000mm
Download
Posters for your office - Meet Bob & Daisy
Bob needed help with his pension
Size: A4/A3
Download
It’s time Bob retired
Size: A4/A3
Download
Bob was divorced and needed help
Size: A4/A3
Download
Bob wanted to move out
Size: A4/A3
Download
Daisy needed help with her retirement plans poster
Size: A4/A3
Download
Daisy knew how to manage her money
Size: A4/A3
Download
Daisy was having twins poster
Size: A4/A3
Download
Materials for client meetings
Share these resources in client meetings or display in your reception/meeting rooms to help them understand
what financial planning is all about and the true value of working with a CFPTM professional.
Why choose a CFPTM professional flyer
Share this flyer with clients by email or in person
Size: A4
Download
The 6 steps of financial planning flyer
Share this flyer by email or in person to explain the financial planning process to new clients
Size: A4
Download
Guide to financial planning
This free guide to financial planning has been written by financial planning expert Jane
Wheeler
Size: A4
Download
Infographic: Why life’s better with a CFP professional
Share this infographic in emails or use the statistics on your website - FPSB Research, 2016
Download
Infographic: The value of financial planning
Share this infographic in emails or use the statistics on your website - FPSB Research, 2016
Download
Videos and animations
Meet Bob and Daisy
We’ve created these animations for you to share on social media or embed onto your webpages.
Why choose a CFPTM professional?
Share the following videos on your social media accounts, webpages and in meetings or in your reception area
to help raise awareness of the benefits of working with a CFPTM professional.
Short video clips have been produced for key life stages where financial planning becomes even more
critical. These are designed to get people thinking about how they are going to achieve the things they want
from life.
How can Accredited Financial Planning Firms and CFPTM professionals help you
to achieve your goals? - version 1
How can Accredited Financial Planning Firms and CFPTM Professionals help you
to achieve your goals? - version 2
What are the benefits of working with a CFPTM Professional?
What is Financial Planning?
Why Firms Value CFPTM Certification
What it means to be a Certified Financial Planner (CFP)TM
professional
Wayfinder
Wayfinder
provides a series of tips, tools and resources which combine to give some simple steps that consumers can
take to begin the journey, whether or not they intend to take professional advice. The site also contains a
search facility for
Accredited Financial Planning FirmsTM and CFPTM professionals. Share the handy tools and resources
with your clients by posting on your blog or website.
Update your Details on Wayfinder
Make sure consumers can find you! Check your contact details are complete and up to date.
Email revisions
Can you help?
We are looking for real client case studies showing examples and situations of people you have helped
significantly (Word limit: Up to 300 words).
Email your case study Example case studies
Social media banners
LinkedIn company page cover image
Download
Additional Resources
Guide to problem gambling for Professionals Working in Financial Services
Download
Toolkit cheat sheat
Print for a desk reference and share with your peers
Download
Why become a CFPTM professional?
Share this flyer with your colleagues or friends to encourage them to become a CFPTM
professional
Download
CISI Financial Planning Qualification and Membership Opportunities
Brochure
Share this brochure with your colleagues or friends to encourage them to start a career in
financial planning
Download
CFPTM Professionals Worldwide Infographic
Download
Careers talks
Get in touch with your local schools to host career talks and inspire students to plan their finances.
Example careers talk presentation
Download
Share our #yourmoney app
The CISI has created the #yourmoney financial literacy app as a light-hearted approach to
improving financial literacy and to show that finance can be fun.
Financial Planning in Uncertain Times
Employed
Financial Guide for the Employed
Download
Share this guide by email to your clients to help those thinking about their finances during this
challenging and uncertain time.
LinkedIn
Twitter
Self Employed
Financial Guide for the
Self-Employed and Small Businesses
Download
Share this guide by email to your clients who are self-employed or own small businesses, to help
those
thinking about their finances during this challenging and uncertain time.
LinkedIn
Twitter