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A 2016 research study by Aite Group, commissioned by CFP Board, shows that CFP® certification can be a key differentiator for firms and individual financial professionals looking to improve the quality of their advice and provide additional value to clients.

Key findings include:

  • CFP® professionals earn 26 percent more in compensation than other financial advisors, adjusted for years of experience
  • 70 percent of CFP® professionals surveyed believe the CFP® certification has had a positive impact on client trust, confidence with clients and technical expertise
  • Practices with CFP® professionals generate 40 percent more revenue and are generally more productive than other firms
  • Practices with CFP® professionals attract 53 percent more ultra-high net worth and high-net-worth clients than companies without CFP® professionals

Download the survey report