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Virtual Event

The 2025 Financial Planning Longitudinal Study: Insights on Client Outcomes

February 3, 2026 - 1:00 - 2:00 PM ET

Earn 1 CE credit while learning about the latest insights from CFP Board’s 10-year research study in a webinar on Tuesday, February 3, 2026, at 1 p.m. ET.

The 2025 Financial Planning Longitudinal Study: Insights on Client Outcomes webinar will explore how CFP® professionals affect their clients’ financial, psychological and social well-being. Researchers will share data and the latest survey results from the first two years of this ongoing study.

This webinar offers 1 CE credit.

The 2025 Financial Planning Longitudinal Study Webinar

Meet the Panelists:

  • Stuart J. Heckman, Ph.D., CFP®, CFA
  • Sonya Lutter, Ph.D., CFP®, LMFT