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2012 Household Financial Planning Survey: Financial Planning Helps Americans of All Income Levels, Even During Hard Times

Jul 23, 2012
CFP Board and the Consumer Federation of America released findings from a survey conducted to assess American's household financial goals, liabilities and strategies for saving and investing. The survey, which included comparisons to a similar survey conducted in 1997, found that Americans with a personal financial plan feel more confident and report more success managing money, savings and investments than those who have not prepared a financial plan.

Read a Summary of the Report (PDF, 261KB)

Read the Full Survey Report (PDF, 670KB)

Read the News Release

Read USA Today's coverage of the 2012 Household Financial Planning Survey
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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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