CFP® & NAPFA = The Knowledge & Strength of 0.6%

CFP® & NAPFA = The Knowledge & Strength of 0.6%

cfp_logo_solidgold_outline NAPFA-Circle

 

As a CFP® practitioner, I listened with interest to the recent CFP Board webinar update.  Here is a quick summary as provided by the board:

308,656 = number of practicing “financial advisors” in U.S.

55,610 = number of practicing CFP® professionals in U.S.

18% = percentage of practicing “financial advisors” who are also CFP® professionals

I was also interested in the information related to the National Association of Personal Financial Advisors (NAPFA).  If you visit their website at www.napfa.org, you will find that NAPFA represents themselves to be an organization of “financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation”.

1,840 = number of practicing CFP® professionals in U.S. who are also members of NAPFA

0.6% = percentage of practicing “financial advisers” in U.S. who are also CFP® professionals and members of NAPFA

If you would like to find out more about being served by this elite group, you can visit the NAPFA “Find an Adviser” page.

We take pride in our numerous CFP® qualifications, membership in NAPFA, and our overall vision of continual innovation and improvement. We strive to uphold our fiduciary commitment by always putting our clients first and by providing the best care for those we serve.

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Posted: November 19, 2014

Authored by: T. Taylor Payne, CPA/PFS, CFP®

Direct Phone: 812-602-6301

Email: ttpayne@paynewealthpartners.com

 

The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

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