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转自FPSB|消费者为何偏爱CFP持证人(上)

华金教育 | 2022-02-16 | 385

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:


当一位金融理财师完成了CFP资格认证,就相当于向他/她的客户和潜在客户传递了一份对专业的承诺——他们已经拥有了专业能力、达到了道德和实践标准,可以为客户提供全面的财务规划服务。CFP资格认证无论对于个人还是团体都带来了很强的竞争优势。


PUBLIC:Satisfied, Confident, Knowledgeable and Successful at Sticking to Strategies

大众消费者——满意、自信、博学、坚持


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:


CFP持证人是值得信赖的金融专业人士,他们服务于个人和家庭,对客户的财务状况进行各方面的评估,并给出适用于人生各阶段的、易于理解操作的解决方案。FPSB对全球超过1.9万名消费者进行研究得出:


  • 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.

 

  • 比起自己管理财产,那些接受过理财师服务的人,对自己的财务状况更了解,也更有信心。

  • 拥有书面的完整消费计划的,对实现自己人生财务目标的信心可以提高三倍。


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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:


在寻求客观的、可信赖的专家建议时,消费者可以参考CFP的认证标志。CFP持证人遵循一套严格的道德规范和执业准则,要求他们将客户的利益放在自己的利益至上。此外,FPSB的全球消费者调查显示,CFP持证人的客户往往更满意,更有信心达到他们的财务和人生目标,也更持久的坚持自己的财务策略规划。消费者眼中,CFP持证人的评价很高:


  • Honesty and integrity

  • Placing client’s interests first

  • Understanding client’s needs and goals

  • Explaining financial matters in simple terms

 

  • 诚实、正直

  • 把客户的利益放在首位

  • 理解客户的需求和目标

  • 用简单的术语解释财务问题 


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PARCTITIONERS:Career Advancement and Satisfaction, Income Growth, Better Able to Keep Clients

持证人——自身职业发展、满足、收入增长、维系客户


FPSB partnered with Cerulli Associates to survey more than 3,500 CERTIFIED FINANCIAL PLANNER professionals, representing private and retail banking, independent financial advisory and financial planning firms in six territories around the world, about the benefit of pursuing CFP certification. The CERTIFIED FINANCIAL PLANNER professionals told us, that after receiving their CFP certification:


FPSB与Cerulli Associates合作,对超过3500名CFP持证人进行了关于“获得CFP资格认证的好处”的调查研究,这些持证人代表了全球6个地区的私人和零售银行、独立财务顾问和财务规划公司。这些专业人士告诉我们,在获得CFP资格认证后:


  • Among those seeking to advance their careers, 37 percent earned a promotion, got a new job or started their own practice.

  • 57 percent reported growing their client base in the 12 months following their certification.

  • 63 percent saw their income grow in the 12 months following their certification.

  • 72 percent reported increased satisfaction with their careers.

  • 87 percent expected to be able to keep clients longer.

 

  • 在那些寻求职业发展的人中,有37%的人获得了晋升,找到了一份新工作,或者开始了自己的创业。

  • 57%的人表示,在他们获得认证后的12个月内,他们的客户数量有所增长。

  • 63%的人在获得认证后的12个月内收入增长。

  • 72%的人对他们的职业生涯感到满意。

  • 87%的人希望能够维持更长的客户关系。

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