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Join Our Research List

Thank you for your interest in advancing research in financial planning.

The purpose of the CFP Board Center for Financial Planning Research List is to provide CFP® professionals the opportunity to participate in research that has direct implications on financial planning practice.  Participating CFP® professionals will receive a copy of the final research paper for any study in which they elect to participate.

Participation in any survey or interview is voluntary, and CFP® professionals can opt in or out of any research study.  Participants' contact information will not be shared with any researcher at any time, and the identify of participants will remain confidential.

Join the Research List by completing the form below.


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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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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 themselves 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.