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FPSB Survey on Crypto Assets and other Complex Products - CFP Professionals 2022
April 2022
Deadline: 15 May 2022
Practitioner Information
1. Are you a CFP professional?
(Required.)
Yes
No
2. Which Territory do you primarily work?
(Required.)
Austria
Australia
Brazil
Canada
China
Colombia
Chinese Taipei
France
Germany
Hong Kong
Indonesia
India
Ireland
Israel
Japan
Malaysia
Rep. of Korea
Singapore
South Africa
Switzerland
The Netherlands
Thailand
Turkey
United States
United Kingdom
3. In which segment of the financial services industry do you primarily work?
(Required.)
Banking
Independent financial planning / advisor
Insurance
Tied agent of a product provider
Investments / mutual funds
Tax / accounting
Teaching / education
Other (please specify)
4. How many years of experience do you have in financial planning?
(Required.)
Less than 1 year
1-5 years
6-10 years
11-15 years
16-20 years
21 years or more
Client Services
5. Is there demand from your clients or prospective clients for advice on
{Select all that apply}
:
(Required.)
Direct equities (buying company shares/stock directly on the stock market)
Crypto assets / cryptocurrencies
Contracts for Difference (CFDs)
Exchange-Traded Funds (ETFs)
Leveraged ETFs (derivatives / debt amplify return of underlying index)
Other geared / leveraged financial products
Other (please specify)
6. Do you provide your clients or prospective clients with financial advice or services on the following?
{Select all that apply}
(Required.)
Direct equities (buying company shares/stock directly on the stock market)
Crypto assets / cryptocurrencies
Contracts for Difference (CFDs)
Exchange-Traded Funds (ETFs)
Leveraged ETFs (derivatives / debt amplify return of underlying index)
Other geared / leveraged financial products
Other (please specify)
7. Do you use any of the following channels to provide advice to clients or prospective clients on any of the products listed in Q6?
{Select all that apply}
(Required.)
Social media platform (Twitter, Facebook, Instagram, LinkedIn etc.)
Client newsletter/communication
Digital offering (i.e. some form of ‘robo’-technology)
Staff members who help with lead generation
Other (please specify)
8. If you do
NOT
provide financial advice or services on the products listed in Q6, please provide the reason:
(Required.)
This is not an area on which I want to provide financial advice or services
My license does not permit me to provide advice on these products
My firm / employer does not permit me to provide advice on these products
My professional indemnity insurance policy does not cover these products
Other (please specify)
9. Do you have clients or potential clients who have purchased / invested in one or more of the products listed in Q6 and have suffered a financial loss?
(Required.)
Yes
No
Don't know
10. If you answered yes to Q9., did this client or potential client invest as:
(Required.)
Self-directed
Based on information provided by a social media influencer in the financial services area (fin-fluencer)
The client of a financial advisor / CFP professional
Don’t know
Other (please specify)
11. What percentage of your clients asked about Crypto Assets / cryptocurrencies in the past 12 months?
(Required.)
0%
1-5%
6-10%
11-20%
21-50%
51-70%
71-90%
91-100%
12. Do your clients invest in Crypto Assets / cryptocurrencies on their own (self-directed)?
(Required.)
No
Yes, some of them
Yes, all of them
Don’t know
