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CFP® Certificant Profile
Total Number of CFP® Certificants - 59,662.
Last updated: 6/30/2009

Number Per State:

State Number
Alabama 483
Alaska 64
Arizona 1,241
Arkansas 230
California 6,688
Colorado 1,532
Connecticut 1,089
Delaware 217
District of Columbia 154
Florida 4,235
Georgia 1,855
Guam 1
Hawaii 254
Idaho 137
Illinois 3,165
Indiana 980
Iowa 536
Kansas 571
Kentucky 435
Louisiana 476
Maine 191
Maryland 1,428
Massachusetts 2,173
Michigan 1,713
Minnesota 1,531
Mississippi 182
Missouri 984
Montana 159
Nebraska 296
Nevada 243
New Hampshire 430
New Jersey 2,617
New Mexico 201
New York 3,702
North Carolina 2,046
North Dakota 99
Ohio 2,189
Oklahoma 359
Oregon 680
Pennsylvania 3,048
Puerto Rico 26
Rhode Island 252
South Carolina 643
South Dakota 126
Tennessee 1,015
Texas 4,017
Utah 380
Vermont 132
Virgin Island 2
Virginia 1,738
Washington 1,325
West Virginia 97
Wisconsin 1,148
Wyoming 44
APO Addresses 1

Gender:

Gender Number Percentage
Male 45636 76.49%
Female 13934 23.35%

*Percentages are based only on those who have responded to this question from CFP Board.

Ages:

Age Number Percentage
No age given 676 1.13%
20-29 1883 3.16%
30-39 12184 20.42%
40-49 16475 27.61%
50-59 17925 30.04%
60-69 9054 15.18%
70-79 1342 2.25%
80+ 123 0.21%

*Percentages are based only on those who have responded to this question from CFP Board.

Highest Degree Earned:

Degree Number Percentage
Associate 1324 2.22%
Bachelors 34738 58.22%
Doctorate 881 1.48%
Juris Doctor 2539 4.26%
Masters 17295 28.99%
No Degree Indicated 731 1.23%

*Percentages are based only on those who have responded to this question from CFP Board.

Credentials Held:

Designation Number Percentage
Accredited Asset Management Specialist 1541 2.58%
Accredited Estate Planner 457 0.77%
Accredited Financial Counselor 69 0.12%
Accredited Tax Advisor 281 0.47%
Accredited Tax Preparer 364 0.61%
Certification in Long Term Care 1576 2.64%
Certified Divorce Financial Analyst 656 1.10%
Certified Employee Benefits Specialist 316 0.53%
Certified Financial Manager 1282 2.15%
Certified Fund Specialist 1030 1.73%
Certified Investment Management Analyst 1317 2.21%
Certified Investment Management Consultant 188 0.32%
Certified Management Accountant 175 0.29%
Certified Senior Advisor 883 1.48%
Certified Trust & Financial Advisor 609 1.02%
Certified Valuation Analyst 163 0.27%
Chartered Financial Analyst 1419 2.38%
Chartered Financial Consultant 6310 10.58%
Chartered Life Underwriter 5807 9.73%
Chartered Mutual Fund Counselor 925 1.55%
Chartered Property Casualty Underwriter 145 0.24%
Chartered Retirement Planning Counselor 2547 4.27%
Chartered Retirement Plans Specialist 430 0.72%
Enrolled Agent 1686 2.83%
Fellow Life Management Institute 221 0.37%
Fraternal Insurance Counselor 290 0.49%
Life Underwriter Training Council Fellow 1153 1.93%
Personal Financial Specialist 1809 3.03%
Qualified Pension Administrator 61 0.10%
Registered Employee Benefit Consultant 189 0.32%
Registered Financial Consultant 1599 2.68%
Registered Health Underwriter 293 0.49%
Registered Paraplanner 135 0.23%
No Designations Indicated 36351 60.93%

*Percentages are based only on those who have responded to this question from CFP Board.

Licenses Held:

Licenses Number Percentage
Attorney 1706 2.86%
CPA 7613 12.76%
Insurance 39650 66.46%
Real Estate 1998 3.35%
No Licenses Indicated 14073 23.59%

*Percentages are based only on those who have responded to this question from CFP Board.

Business Type:

Business Type Number Percentage
Accounting 3716 6.23%
Banking/Other 1645 2.76%
Banking/Trust 2209 3.70%
Corp/Admin 934 1.57%
Education 2273 3.81%
Estate Planning 16992 28.48%
Government/SRO 108 0.18%
Healthcare 479 0.80%
Human Resources 273 0.46%
Insurance 13604 22.80%
Law 543 0.91%
Personal Financial Planning 41463 69.50%
Real Estate 798 1.34%
Retirement Planning 34234 57.38%
Securities 23990 40.21%
Tax Preparation/Advice 8144 13.65%
No Business Activities Indicated 6379 10.69%

*Percentages are based only on those who have responded to this question from CFP Board.

CFP® Practitioner

CFP® Practitioner Percentage
Yes 69.83%

*Percentages are based only on those who have responded to this question from CFP Board.

CFP® certificant demographic data is drawn from initial certification and certification renewal forms. Much of the information on the forms is not required, so the demographics in the above tables may not reflect the entire certificant population but only those who provided the required information. Any detailed use of this data should consider that it is self reported by CFP® professionals and that the currency of the data will range from one-day to two-years old because it is gathered as part of initial certification and the certification renewal cycle.

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