Transitioning to Financial Planning: The Benefits of CFP® Certification

CFP® certification is becoming the prerequisite for advisors and wealth management firms transitioning to advice.

Boston, October 1, 2019 –The demand for financial planning in the U.S. continues to increase both in the number of individuals and households seeking advice, and in the level of complexity. The increasing wave of aging investors and baby boomers nearing or in retirement requires more comprehensive financial planning support. CFP® certification provides advisors with the fundamentals and framework for delivering financial planning.

The objective of this report is to identify how advisors position their practices with clients, to identify the services that they offer, and to look at other practice attributes. In April through June 2019, Aite Group conducted an online survey of 400 U.S. financial advisors that included 182 CFP® professionals.

This 36-page Impact Report contains 31 figures and two tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

Related Content

Get Summary Report

"*" indicates required fields

This field is for validation purposes and should be left unchanged.