CFP® Certification: For Employers
CFP® professionals are more productive and more satisfied in their careers and at their firms than advisors without their CFP® certification. Consumers are also more aware of the CFP® certification than other certifications and designations, and are more satisfied when working with a CFP® professional.
CFP® Professional Practices Are More Productive
Research shows that both solo and team CFP® professional practices are more productive than practices without a CFP® professional.
CFP® Professionals are prepared for the future
Firms are employing CFP® professionals to improve the quality of holistic advice provided to clients. Our Advice Revolution report outlines the ways firms are making this shift.
Clients working with a CFP® professional are more satisfied. And CFP® professionals are more satisfied with their careers and employers.
Highest Awareness Among Consumers
Because of CFP Board's ongoing public awareness campaign, 85% of consumers are aware of the CFP® certification. That's more than any other financial planning credential.
How CFP® Certification Stands Out
- Rigorous certification requirements, including an education curriculum, comprehensive exam, and experience requirement, demonstrate competency in comprehensive financial planning.
- Due to client demand and other factors, advisors are conducting more comprehensive planning. In fact, according to Cerulli Associates’ 2017 Advisor Metrics, 50% of clients now receive comprehensive advice, up from just 32% in 2013.
- CFP® certification has been accredited by the National Commission for Certifying Agencies since 1995.
If you're working to increase financial planning at your firm — whether through convincing leadership or increasing planning adoption by advisors — we can help. Learn how we can work together by contacting Joseph Maugeri, CFP®, Managing Director of Corporate Relations, at 202-379-2254, or via email below.
