CFP Board Says Its Certification More than a Sheaf of Paper

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CFP Board Says Its Certification More than a Sheaf of Paper

Jul 31, 2012

Do advisory firms and investors prefer advisors who have earned CFP® [certification]?.

"For many years, CFP Board has heard that CFP® professionals had a leg up over their peers - this research proves that indeed they do," said Tom Crowder, CFP Board's managing director for marketing and business development, during a press telephone conference call this morning. "We can definitely say now today that Aite Group's study validates that CFP® certification enhances client relationships as well as advisor and financial firm success," Crowder says. Read more >

Financial Advisor
Jim McConville
July 31, 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 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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