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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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Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.

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Weekend Reading For Financial Planners (April 20-21)

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 that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

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Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms

Nerd's Eye View

While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. The typical service advisor without CFP certification earns $48.83 for service advisors with the CFP marks – a difference of $37.47, or a whopping 77% boost in income per hour!

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Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals. Read More.

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Weekend Reading For Financial Planners (September 9-10)

Nerd's Eye View

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

Read More.