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Financial Planning > Behavioral Finance

Industry designations value

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  • 61%: Percentage of financial professionals who are willing to submit their designations to regulation by an “outside body” in order to preserve their value.
  • 91%: Percent of respondents who agreed there should be a central source of information explaining requirements for designations, and providing consumers with a place to lodge complaints.
  • 70%: Percentage of respondents who feel designations are a source of ongoing education.
  • 64%: Percentage of respondents who feel it is a client’s responsibility to research an advisor’s credentials.

Source: Society of Financial Service Professionals