The FPA has said it recorded an increase in the number of Australians visiting the association's online ‘Find a Planner’ tool, citing the success of a national media campaign.
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.
AI will enable clients to be more self-sufficient in seeking advice and sourcing finance, allowing advisers to transition into financial strategists,...
Calls have been recently made for the advice and accounting sector to come together.
Finfluencers are increasing the need for advisers to find their voice and to establish themselves as leaders in a highly competitive industry. How can...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.