Value of CFP Certification

Canadian CFP professionals report achieving

higher rates of career advancement.

vs

vs

Canadian CFP professionals report longer terms of employment vs. those who do

not hold the CFP designation.

of firms surveyed contribute to the costs associated with obtaining the designation and the ongoing

renewal of CFP certification.

of the firms surveyed offer rewards to advisors attaining CFP certification.

LONGEVITY & ADVANCEMENT INDUSTRY

DEMAND15.3% 100%

Over the next 12 months, the majority of firms plan to grow the number of CFP professionals by

Firms that saw an increase in business revenue from CFP professionals, compared to those without CFP certification:

63% felt that CFP professionals had fewer complaints than those who are not certified.

Firms that indicated that CFP professionals (in general) generate higher levels of revenue than adviserswithout CFP certification.

75% of firms felt that employing CFP professionals translated to lower compliance and legal risks.

Over the next 3 years

of surveyed firms said they plan to grow the number of CFP professionals.

63%

Call Stefanie Lintonat

1.800.305.9886to learn more about adding

the financial planning expertise of CERTIFIED FINANCIAL PLANNER®

professional to your team.

88%

63%

*International Average

100%

78%

78%

64%

60%*

76%*

!

INCREASING PROFITABILITY

CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing

authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated. ©2015 Financial Planning Standards Council. All rights reserved.

These statistics were collected from FPSB’s Global Value of CFP Certification Survey - Insights Into How Firms Value CFP Certification - Canada. December 24, 2013.