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Research, Facts & Figures

NEW: 2012 Household Financial Planning Survey

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.

Read reports on the latest surveys

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.

Read reports on the latest surveys

CFP® Professional Profile

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

View the latest profile

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

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.

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