PRACTITIONERS
FPSB partnered with Cerulli Associates to survey more than 3,500 CERTIFIED FINANCIAL PLANNER professionals, representing private and retail banking, independent financial advisory and financial planning firms in six territories around the world, about the benefit of pursuing CFP certification. The CERTIFIED FINANCIAL PLANNER professionals told us, that after receiving their CFP certification:
37%
earned a promotion, got a new job or started their own practice.
72%
reported increased satisfaction with their careers.
87%
expected to be able to keep clients longer.
63%
saw their income grow in the 12 months following their certification.
57%
reported growing their client base in the 12 months following their certification.
VALUE OF CFP CERTIFICATION
By completing internationally recognized initial and ongoing CFP® certification requirements, a CERTIFIED FINANCIAL PLANNER professional demonstrates to clients and potential clients a commitment to professionalism and that she or he has met rigorous competency, ethics and professional practice standards to provide comprehensive financial planning services. CFP® Certification benefits a variety of individuals and groups, including:
The Public
Consumers rely on the CERTIFIED FINANCIAL PLANNER marks to help them identify competent, ethical financial planners who have committed to placing their clients’ interests first.
Practitioners
Financial planners and financial advisers value CERTIFIED FINANCIAL PLANNER certification, with many saying they were able to increase both their compensation and client base within 12 months of becoming certified with the CFP® marks.
Firms
Financial services firms value CERTIFIED FINANCIAL PLANNER professionals for their contributions to productivity and profitability, as well as for lowering firms’ compliance risks and increasing client satisfaction.
Global excellence in financial planning