CFP BOARD NEWSLETTER

Why Did Your Peers Choose CFP® Certification?

Whether you’re looking to deepen your commitment to financial planning or complement your other qualifications, earning CFP® certification sets you apart from the competition. 86% of current CFP® professionals would recommend certification to other financial planning professionals. Hear from some current CFP® professionals about why they chose CFP® certification, and about how it has made a difference for them.

DARIAN, BILLINGSLEY, CFP(R) | Advisor Financial Symmetry Raleigh, North Carolina | YOU GET TO REALLY SEE THE IMPACT YOU CAN MAKE IN A PERSON'S LIFE.

For Darian Billingsley, CFP® the most rewarding part of being a CFP® professional is knowing the time and dedication she put in to earning the credential. She says, “There are many ways to become a financial advisor, but there’s only one way to become a CFP® professional and that provides added confidence when discussing with potential clients what makes me qualified to assist them in reaching their financial goals.”

She adds, “You get to really see the impact you can make in a person’s life just by assisting them with developing a plan for their financial future. As a financial planner, you get to expand your knowledge on a regular basis and use that knowledge to positively impact others.”

BRETT, PERLAN, CFP(R), ChFC | Director, Financial Planning Edelman Financial Engines Boca Raton, Florida | CFP(R) CERTIFICATION IS THE BEST PATH FORWARD TO BECOMING A FINANCIAL PLANNER

Brett Perlman, CFP®, ChFC® agrees with Darian, saying that CFP® certification shows his commitment to financial planning and to doing his best for clients. He says, “CFP® certification is the best path forward to becoming a financial planner. The most rewarding part of being a CFP® professional is being part of a group that’s made a commitment to deliver quality advice and education to clients.”

He adds, “I became a financial planner because it offered me the opportunity to make a positive impact in others’ lives while pursuing something that I truly enjoy. I am proud of making a positive difference in the lives of others. These are difficult decisions and families are leaning on a CFP® professional to guide them in the right direction. It is humbling to be able to share in those experiences.”

As a CFP® professional like Darian and Brett, you can get personal satisfaction from helping your clients secure their futures while simultaneously building your career in a dynamic and growing field. 79% of CFP® professionals say they have a “competitive edge” over financial planners who do not hold the credential. The knowledge you gain from achieving your CFP® certification will help you give better advice to your clients, create opportunities to earn more income and gain greater trust from your clients and your employer.

Learn more about the power of CFP® certification and take the next step on your path today!

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