Financial Firms Account for Increase in CFP® Professionals

CFP® Board Updates

New data from the CFP Board confirms recent trend of leading US firms adding more CFP® Professionals than ever.  There were 6,089 new Certificants in 2023, with 1,000 of those coming from Edward Jones alone.  In fact, four firms increased their number of CFP® Professionals by more than 200.

The four leading firms were Edward Jones (1,000), Fidelity Investments (313), Charles Schwab (308), and Northwestern Mutual (258).

A few other interesting facts from the “Class of 2023”

  • 56% were under age 35
  • Number of women grew by 11.5%
  • Ethnically diverse Professionals grew by 12.6%

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