FPA reports increase in visits to ‘Find a Planner’ tool

The campaign drove 22,800 visits to the tool, which helps consumers connect with a local FPA member, according to a statement.

“The aim of the campaign was to continue building awareness of the CFP designation as the gold standard in financial planning,” FPA chief executive Dante De Gori said, adding that a consumer brochure has also proved popular.

“The brochure also explains the basics of financial planning and what to look for in a financial planner. Our members tell us that they find these practical tools very useful when meeting potential clients,” he said.

The recent consumer campaign is only one part of the FPA’s efforts to raise consumer awareness and connect more Australians with an FPA member, Mr De Gori said,

“The FPA is passionate about ensuring more Australians see a financial planner. Part of this is helping them to know where to look, ” he said.

The CFP designation is the only financial planning designation recognised worldwide and requires financial planners to adhere to world class professional and ethical standards.