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CFP Board in the News

CFP® [Professionals] Add Value, Are More Productive: Study

Aug 01, 2012

Certification boosts quality of advice and client satisfaction, revenue

Financial advisors who carry the CFP® [professional] designation add value to their firms, are more productive, and provide a higher level of client satisfaction, according to the results of a new study. Not only that, but they also provide a boost to revenues—and that's whether the firm is a sole-proprietor operation or a team firm.

The results of the research, a white paper from Aite Group titled "Adding Expertise to a Financial Advisor's Practice: Measuring the Contributions of CFP® Professionals," were released on Tuesday by the CFP Board and Aite Group. Read more >

Advisor One
Marlene Y. Satter
August 1, 2012

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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