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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. The rising popularity of CFP certification was thanks in large part to CFP Board's setting of rigorous educational and examination requirements that established a high bar of competency for those who wished to use the CFP marks.

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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. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.

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Do I need to use the (r) mark with my CFP designation?

Investment Writing

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

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The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.

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CFP Misconduct Research And The Challenge Of Counting How Many Financial Advisors There Really Are

Nerd's Eye View

Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of Conduct. A forthcoming study by Jeff Camarda et al. in Journal of Financial Regulation, however, concludes the opposite.

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CFP Misconduct Research (And The Challenge Of Counting How Many Financial Advisors There Really Are)

Nerd's Eye View

Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of Conduct. A forthcoming study by Jeff Camarda et al. in Journal of Financial Regulation, however, concludes the opposite.

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