NAICS Code 523940-08 - Financial Planners-Certified

Marketing Level - NAICS 8-Digit

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NAICS CODE 523940-08
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NAICS Code 523940-08 Description (8-Digit)

Financial Planners-Certified are professionals who provide personalized financial advice and guidance to clients. They help clients develop and implement financial plans that align with their goals and objectives. These plans may include investment strategies, retirement planning, tax planning, estate planning, and risk management. Certified Financial Planners (CFPs) have completed rigorous education, examination, and experience requirements set by the Certified Financial Planner Board of Standards.

Parent Code - Official US Census

Official 6‑digit NAICS codes serve as the parent classification used for government registrations and documentation. The marketing-level 8‑digit codes act as child extensions of these official classifications, providing refined segmentation for more precise targeting and detailed niche insights. Related industries are listed under the parent code, offering a broader context of the industry environment. For further details on the official classification for this industry, please visit the U.S. Census Bureau NAICS Code 523940 page

Tools

Tools commonly used in the Financial Planners-Certified industry for day-to-day tasks and operations.

  • Financial planning software
  • Investment analysis tools
  • Retirement planning calculators
  • Tax planning software
  • Estate planning software
  • Risk management tools
  • Portfolio management software
  • Asset allocation tools
  • Cash flow analysis tools
  • Insurance analysis software

Industry Examples of Financial Planners-Certified

Common products and services typical of NAICS Code 523940-08, illustrating the main business activities and contributions to the market.

  • Retirement planning
  • Wealth management
  • Investment planning
  • Tax planning
  • Estate planning
  • Risk management
  • Cash flow management
  • Education planning
  • Insurance planning
  • Debt management

History

A concise historical narrative of NAICS Code 523940-08 covering global milestones and recent developments within the United States.

  • The Financial Planners-Certified industry has a long history dating back to the early 1900s when the first financial planning firms were established in the United States. However, it wasn't until the 1970s that the industry began to gain significant traction, with the establishment of the International Association for Financial Planning (IAFP) in 1972. The IAFP was instrumental in promoting the concept of financial planning and establishing it as a profession. In 1985, the IAFP changed its name to the Financial Planning Association (FPA) to reflect its broader membership base. In recent years, the industry has seen significant growth due to the increasing demand for financial planning services, particularly among the aging baby boomer population. In the United States, the Financial Planners-Certified industry has experienced significant growth in recent years. This growth can be attributed to several factors, including the increasing complexity of financial products and services, the growing number of retirees, and the increasing awareness of the importance of financial planning. The industry has also benefited from advances in technology, which have made it easier for financial planners to provide their services remotely. In addition, the industry has become more regulated in recent years, with the introduction of the Dodd-Frank Wall Street Reform and Consumer Protection Act in 2010, which established the Consumer Financial Protection Bureau (CFPB) to oversee the financial planning industry.