We Want You to Pass - The First Time!

Give your clients more…and get more back.

CFP® certification helps you build your credibility and gain the added knowledge you need to help your clients meet their goals and manage their assets. And providing a higher level of service will bring you more referrals. Consumers who use a CFP® certificant report much higher satisfaction and are more likely to recommend their advisor to a friend. This can have a dramatic effect on your business: a survey showed that referrals from existing clients bring in more than 58% of new clients.

And that's not all:

  • 75% of CFP® professionals say that their CFP® certification directly contributes to their success. 1
  • Consumers who use a CFP® professional are more likely to recommend their advisor to a friend.2
  • The average annual increase in first-year earnings following CFP® certification is 31%.3

Get started today! Select your CFP® certification option below.

   

Did you know?

If you already have the CFA®, ChFC®, or CLU® designation, or are a licensed CPA, you already have nearly all the required education to sit for the CFP® exam! You only need to take the Financial Plan Development Course.

1. CFP Board 2011 Professionals Survey
2. 2009 National Consumer Survey on Personal Finance
3. College for Financial Planning 2011 Survey of Trends in the Financial Planning Industry
To learn more,
call a Designation Specialist
(866) 963-8329

Why Pursue CFP® Certification?

 
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