CFP Board Research

Consumer Surveys

CFP Board conducts periodic surveys of representative samples of American consumers to assemble data on current consumer personal finance and financial planning-related attitudes and behaviors.

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CFP® Professional Surveys

CFP Board conducts periodic surveys of CFP® professionals, soliciting information about their experiences with the CFP® certification and their views of the CFP® certification requirements.

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CFP® Professional Profile

Demographic data about the CFP® certificant community is updated and made available at the start of each month. Data is drawn from initial certification and certification renewal forms.

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CFP® Certification Examination Statistics

A historical summary of pass rates for the CFP® Certification Examination is available, including rates for all exam takers, first-time exam takers and re-takes.

View the exam pass rate statistics >