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High Satisfaction Among CFP® Professionals

study conducted by Fondulas Strategic Research and featured on the CFP Board official website reports high satisfaction among CFP® professionals.

Key findings include:

  • 90% of CFP® professionals are strongly satisfied with career choice in financial planning.
  • 91% are strongly satisfied with their decision to pursue CFP® certification.
  • 90% would recommend CFP® certification to other financial professionals.
  • 83% agree that CFP® professionals have a “competitive edge” over financial planners who do not hold the credential.
  • 82% agree that a “fiduciary standard of care is appropriate for all financial service providers who deliver personalized investment advice to retail investors.” 

CERTIFIED FINANCIAL PLANNER™ professionals must complete four requirements for certification—known as the Four E’s:

  • Completing an approved CFP® education program
  • Passing the CFP® Exam
  • Meeting work experience requirements
  • Abiding by CFP Board’s Code of Ethics

The CFP® certification is recognized worldwide as the standard of excellence in financial planning. Learn more about the certification requirements on the CFP Board website.