 Importance of Certification - Survey| Check the Search option to the left if you would like to contact a CRFA member. |
| Survey of 10,000 Seniors and Retirees | | | | Question: When selecting a financial advisor, how important to you are each of the designations or titles listed below? | | |
| The top percentage indicates total respondent ratio; the bottom number represents actual number of respondents selecting the option | 1
Low Importance | 2
Medium Importance | 3
High Importance | | 1.Stockbroker | 50%
135 | 40%
107 | 10%
26 | | 2.Financial Planner | 13%
36 | 36%
97 | 50%
135 | | 3.Registered Investment Advisor (RIA) | 20%
53 | 32%
87 | 48%
129 | | 4.Chartered Financial Consultant (ChFC) | 22%
56 | 40%
104 | 38%
100 | | 5.Certified Financial Planner (CFP) | 11%
29 | 34%
92 | 55%
147 | | 6.Chartered Life Underwriter (CLU) | 49%
129 | 34%
90 | 16%
42 | | 7.Certified Retirement Financial Advisor (CRFA) | 17%
45 | 33%
87 | 50%
130 | | 8.Certified Senior Advisor (CSA) | 22%
58 | 39%
101 | 39%
101 |
Click Here to See a Comparison with Other Certifications Click Here to See the Importance of a Specific Credential
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