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