Consumers

CERTIFIED FINANCIAL PLANNER professionals are trusted financial professionals who work with individuals and families to develop practical, easy-to-understand solutions for every stage of life. FPSB Ltd.’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.

Practitioners

FPSB Ltd. partnered with Cerulli Associates to survey more than 3,500 CFP professionals in six territories around the world about the benefits of pursuing CFP certification. Those practitioners said that after receiving their CFP certification:

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

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

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

72% reported increased satisfaction with their careers.

87% expected to be able to keep clients longer.

Firms

59% of firms reported that employing CFP professionals led to fewer client complaints.

69% of firms reported that employing CFP professionals lowered corporate risk.

69% of firms reported that CFP professionals have a higher rate of growth of assets under management.

76% of firms found that employing CFP professionals led to increased client retention.

79% of firms plan to grow the number of CFP professionals.

84% of firms said employing CFP professionals had a positive impact on client satisfaction within the firm.