2018 CFP® Certification Brand Promise Survey

 

Research conducted by Heart + Mind Strategies was commissioned by CFP Board in support of our Public Awareness Campaign. The study was designed to help us better understand sentiments about how a CFP® professional provides benefits to consumers’ lives. Research supporting the campaign reveals that people benefit from help with financial planning, and they exhibit specific emotional benefits from doing so with a CFP® professional.

Key findings include:

• CFP® professionals act as partners, navigators, and counselors to the consumers who work with them. Their customers describe them as professional, knowledgeable and trustworthy.
• A large majority of consumers would prefer to work with a CFP® professional, and those working with a CFP® professional are more satisfied.
• Working with a CFP® professional ultimately removes the negativity consumers experience relating to their finances and instead elicits feelings of confidence, optimism, ease and security.

Read the Survey Report

Download an Infographic

Managing personal finances is stressful. Partnering with a CFP® professional provides a roadmap toward confidence and feeling at ease.