I Am A CFP Pro Recruitment Campaign

Home > Portfolio > I Am A CFP Pro Recruitment Campaign

We were excited to partner with the Certified Financial Planner Board to design and launch their new “I’m a CFP Pro” campaign.

This outreach initiative was developed to remind younger folks that financial planning can be a [certified] good time. The field offers an engaging and dynamic career path filled with opportunity.

Through fresh messaging and fun visuals, the campaign encourages the next generation to explore how becoming a CFP professional can unlock new possibilities, foster meaningful connections, and make a lasting impact.

Tags: Social Media | Recruitment | Promotional | Documentary-Style

Challenge

Reaching a Younger Audience

The Certified Financial Planner Board, which sets standards for the CFP® certification, wanted to reshape how financial planning is viewed. To inspire the next generation, they needed to break stereotypes and show the career’s human side to diverse audiences.

Solution

Making Financial Planning Accessible

To shift perceptions and inspire the next generation, LAI Video developed the “I’m a CFP Pro” campaign. Through day-in-the-life videos, social cutdowns, GIFs, and graphics, we showed how real CFPs lead dynamic, relatable, and purpose-driven careers.

It's Called Day In The Life For A Reason

ROI

A New Generation of Preparation

The campaign shifted perceptions of financial planning, drawing younger, diverse talent. Featuring real CFPs as ambassadors, it energized the profession, boosted social engagement, and positioned CFP certification as a meaningful, flexible career path.