Consumer Surveys

2009 National Consumer Survey on Personal Finance

In May-June 2009, CFP Board sponsored this study to establish baseline data on current consumer personal finance and financial planning-related attitudes and behaviors. The survey finds that preparing for retirement and managing income while in retirement are among the top issues confronting American consumers. Despite these concerns, however, nearly two thirds of those households do not have a written financial plan.

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2004 Consumer Survey

CFP Board's 2004 survey of upper-income American consumers found them worried about their finances and looking for ethics and competency standards in their financial advisors. Thirty-nine percent of upper income consumers were worried about their own lack of control over their finances, going into debt, their families' financial future and not having enough money for retirement, according to CFP Board's 2004 Consumer Survey.

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2004 General Market Consumer Survey

In contrast to the 2004 Consumer Survey which surveyed upper-income individuals, CFP Board also conducted a general market survey of households with an average income is $52,000 and a median net worth of $153,000. Survey participants said that they saved or invested 10% of their total income.

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