THE PUBLIC
Satisfied, Confident, Knowledgeable and Successful at Sticking to Strategies
CERTIFIED FINANCIAL PLANNER™ professionals are trusted financial professionals who work with individuals and families to review all aspects of their financial affairs and recommend practical, easy-to-understand solutions for every life stage. FPSB’s research with more than 19,000 consumers worldwide showed:
Those who work with a CERTIFIED FINANCIAL PLANNER professional feel more strongly confident about their financial situation than those managing their own finances or working with a different type of financial adviser.
Consumers who have a written, comprehensive plan are nearly three times more likely to feel strongly confident about achieving their life goals.
Life’s Better with a CERTIFIED FINANCIAL PLANNER Professional
When seeking objective, expert and trusted financial planning advice, consumers can look to the CFP certification marks – CERTIFIED FINANCIAL PLANNER professionals have agreed to adhere to a rigorous Code of Ethics and Professional Responsibility that requires them to place clients’ interests ahead of their own. Moreover, FPSB’s global consumer research showed that life’s better with a CERTIFIED FINANCIAL PLANNER professional.
Clients of CFP professionals tend to be more satisfied, more confident they will reach their financial and life goals, and feel they are better at sticking to their financial strategies. Consumers gave CFP professionals high marks on:
- Honesty and integrity
- Placing client’s interests first
- Understanding client’s needs and goals
- Explaining financial matters in simple terms
VALUE OF CFP CERTIFICATION
By completing internationally recognized initial and ongoing CFP® certification requirements, a CERTIFIED FINANCIAL PLANNER professional demonstrates to clients and potential clients a commitment to professionalism and that she or he has met rigorous competency, ethics and professional practice standards to provide comprehensive financial planning services. CFP® Certification benefits a variety of individuals and groups, including:
The Public
Consumers rely on the CERTIFIED FINANCIAL PLANNER marks to help them identify competent, ethical financial planners who have committed to placing their clients’ interests first.
Practitioners
Financial planners and financial advisers value CERTIFIED FINANCIAL PLANNER certification, with many saying they were able to increase both their compensation and client base within 12 months of becoming certified with the CFP® marks.
Firms
Financial services firms value CERTIFIED FINANCIAL PLANNER professionals for their contributions to productivity and profitability, as well as for lowering firms’ compliance risks and increasing client satisfaction.