Certified Financial Planners
What We’re Made Of (Pitch)

SVP Group Creative Directors
Marie Rockett, Pete Valle

CD/Copy
Deb McDermott

Art Director
Patrick Curley

Copy
Zan Smith

Editor
Seth Babin

Consumer Tension

Consumers place value on effort, but the effort to become a Certified Financial Planner® professional is largely unknown.

Brand Strength

The rigor, training, and experience along with the moral responsibility required to become and sustain as a CFP® professional.

Creative Launchpad

What if we lean into the rigor required to become a CFP® Professional?

Storyboard + Video

Because of the fast-paced nature of the pitch we had to storyboard the brand manifesto video (below) using selected stock footage.

Brand Manifesto Video (Proof of Concept)

Broadcast Concepts

Using a fictional [undisclosed] location of the CFP training academy we were able to establish a physical place for our world building that focuses on the rigor and training involved in becoming a CFP Professional, with a little humor along the way.



Media + Activations

Included in our brand strategy / concepts were a series of tactical media placements and activations including OLV, streaming, radio, web, stunts, etc.