Ambassador role and responsibilities
Entries into the CFP Professional Ambassador are now closed. Thank you to those who have submitted an application. We are in the process of review the applications and the second ambassador will be announced later in the year.
The chosen CFP Professional Ambassador will work with the FPA to promote the CFP certification brand by educating consumers, regulators and financial services stakeholders about the benefits and standards associated with the CFP Certification Program, and how CFP professionals represent excellence in financial planning.
This can be done through a range of channels such as PR, media and other mediums.
The Ambassador will have a unique opportunity to educate, reinforce or change public perceptions about the value of the financial planning process and the rigorous standards followed by CFP professionals.
The official term as the second ambassador will be from July – December 2010.
As the Ambassador, some of the work you undertake may involve:
- Acting as a spokesperson regarding CFP certification
- Representing CFP professionals as a speaker at Chapter events, FPA National Conference or other meetings
- Be involved in a range of PR and media opportunities (consumer and trade)
- Educate the public about financial planning in general and the benefits of seeing a CFP professional planner
- Write or serve as author for FPA approved articles about the benefits of seeking advice from a CFP professional and other related topics
- Being featured on the FPA website, in communications and publications as a positive role model and be publicly profiled to help raise awareness of the CFP Marks among consumers, key stakeholders and within the financial planning profession.
- Enjoy speaking in front of others
- Believe in the profession and the CFP Marks
- Have a genuine interest in providing a public service
- View being an ambassador as a way to network, make new contacts and receive media opportunities
- Enjoy new experiences
- Are proactive
Time commitment
The FPA respects that time is limited for each individual and will work with the chosen ambassador on appropriate time commitments.
The time spent conducting ambassador activities can vary considerable from week to week, and will depend on the individual and the amount of opportunities as listed above.
Here is some feedback from our first ambassador Rodney Lavin:
“The time spent varied considerable from week to week. In the first few weeks I was literally inundated with phone calls. The hours in the first couple of weeks were literally 10 plus hours per week either on the phone or via email, as the media coverage was really effective.”
Good candidates for the ambassador role include those who: