CFP® [Professionals] Add Value, Are More Productive: Study

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CFP® [Professionals] Add Value, Are More Productive: Study

Aug 01, 2012

Certification boosts quality of advice and client satisfaction, revenue

Financial advisors who carry the CFP® [professional] designation add value to their firms, are more productive, and provide a higher level of client satisfaction, according to the results of a new study. Not only that, but they also provide a boost to revenues—and that's whether the firm is a sole-proprietor operation or a team firm.

The results of the research, a white paper from Aite Group titled "Adding Expertise to a Financial Advisor's Practice: Measuring the Contributions of CFP® Professionals," were released on Tuesday by the CFP Board and Aite Group. Read more >

Advisor One
Marlene Y. Satter
August 1, 2012

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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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