5 things you probably didn not know about the financial planning profession

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Five Things you Probably Didn’t Know About the Financial Planning Profession

Did you know ...

  1. Demand for personal financial advisors is expected to grow 15 percent through 2026, according to the U.S. Department of Labor Occupational Outlook Handbook.
  2. 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, according to a July 2012 survey.
  3. 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 who have not.
  4. In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.
  5. A 2017 survey of CFP® professionals found that 91% are strongly satisfied with their decision to pursue CFP® certification, and 91% would recommend the CFP® certification to other financial professionals.

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