Most CFP[(R) Professional]s Like Their Jobs, Survey Says

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Most CFP[(R) Professional]s Like Their Jobs, Survey Says

Sep 21, 2011

"I'll take this job –and keep it."

That's essentially what nearly 90% of CERTIFIED FINANCIAL PLANNER[™ professional]s who were asked to rate their profession conveyed in a survey released by the CFP Board at the Financial Planning Association's annual conference in San Diego on Friday. Read more >

Financial Advisor
Jim McConville
September 21, 2011

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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 themselves 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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