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CFP Board in the News

Investors Want Advisers With Complete View of Finances

Aug 20, 2013

CFP Board survey finds credentials are important when choosing an adviser

A vast majority of Americans want their investment advisers to manage their wealth comprehensively and to possess designations demonstrating competence, according to a new survey.

The study, conducted on behalf of the Certified Financial Planner Board of Standards Inc., found that 84% of those polled said certifications are important when choosing an adviser. In addition, 91% “expect the advice they receive from a financial adviser to take into account their total financial situation.”

Nearly half of consumers — 48% — ranked “strong knowledge of financial planning" as the most important attribute in an adviser, followed by ethics (20%), years of experience (17%) and the ability to offer a range of financial products (11%). Read more >

InvestmentNews
Mark Schoeff, Jr.
August 20, 2013
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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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