5 Things About People Engaging Financial Planners

Himani Verma

Percentage Of People Seeking Help

About 51% of people globally seek help from certified financial planners (CFPs) in financial matters, according to a study by the Financial Planning Standard Board (FPSB).

Where Do They Require More Help

About 83% of people globally seek professional help for entrepreneurial purposes.

Financial Planners' Knowledge

About 52% of CFPs are adequately equipped with knowledge to help their clients.

Financial Planners’ Credentials

Over 24% of people globally rarely check the CFPs’ credentials.

Based On Demographics

Middle-aged people consult a CFP to handle their finances, but young adults prefer to take their advice to know where to begin their investing journey.

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