The groundbreaking new Canadian study partnership with Financial Planners Standards Council that provides fresh, actionable insights into the value that Canadian financial planners attach to your services and support.

Asset managers and distributors are continuously trying to understand what advisors really want from them ? aside from access to good-performing investment products. Amidst intense competition, firms of all type want to understand what they can do, how they can modify their service and support model, to win the allegiance of an increasing number of advisors.

This groundbreaking new Canadian study in partnership with Financial Planners Standards Council, provides fresh, actionable insights into the value that Canadian financial planners attach to your services and support. Moreover, this new research offers insight on the way CFP professionals conduct business and identifies challenges they face as business people.

The Support, Tools and Services Financial Planners Value Most

Understanding the CFP™ Professional

Asset managers and distributors are continuously trying to understand what advisors really want from them—aside from access to good-performing investment products. Amidst intense competition, firms of all type want to understand what they can do, how they can modify their service and support model, to win the allegiance of an increasing number of advisors. The Support, Tools and Services Financial Planners Value Most—the groundbreaking new Canadian study from Credo Consulting Inc. in partnership with Financial Planners Standards Council—provides fresh, actionable insights into the value that Canadian financial planners attach to your services and support. Moreover, this new research offers insight on the way CFP™ professionals conduct business and identifies challenges they face as businesspeople.

This report will help you:

  • Evaluate the support, tools and services your firm is providing—or planning to provide—against what CFP™ professionals say they really want and need.
  • Determine the best way to deliver your support, tools and services to achieve maximum acceptance and penetration within the advisor channels your firm is targeting.
  • Prioritize which asset manager capabilities that financial planners feel have the greatest influence on an advisor’s decision to invest.
  • Identify investment product usage – current and anticipated – covering the full range of mainstream and alternative products.

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Some of the key findings include:

  • Mutual funds (non-wrap) are still the most widely used investment product by this sample group. 89% indicated that they use mutual funds and on average hold 54% of client assets in mutual funds.
  • Continuing education courses, referrals to prospective clients and assistance with complex or unusual client situations are the top three services that planning-oriented advisors want the most from asset managers and distributors
  • The top 3 fund selector screens used by CFP™ professionals include five-year performance or longer, quartile/decile ranking, and top 10 holdings.

This study includes:

  • Over 100 pages of analysis and primary-source research
  • More than 100 detailed charts and tables illustrating key trends and statistics
  • Findings based on a sample of 529 CFP™ professionals in Canada covering all major distribution channels.