Remove 2022 Remove CFP Remove Financial Planner
article thumbnail

Weekend Reading For Financial Planners (May 3–4)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)

article thumbnail

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 246
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Read More.

article thumbnail

A Promising Picture for Financial Planner Job Growth

eMoney Advisor

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. Around 26 percent of U.S. A Wave of Retirements Expected.

article thumbnail

Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners

International College of Financial Planning

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification?

CFP 52
article thumbnail

Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Financial Symmetry

Specialized Expertise for Life’s Transitions In addition to holding the Certified Financial Planner ( CFP® ) designation, Allison earned the Certified Financial Transitionist® (CeFT®) credential in 2022—an advanced designation focused on the emotional and psychological complexities of financial change.

article thumbnail

Amplifying 8 Asian-American Voices in Financial Planning

eMoney Advisor

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2