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Certificant Surveys
2024 CFP Board Certificant Survey Results
Tracking CFP® professionals’ perceptions and experiences is essential to CFP Board’s mission to uphold CFP® certification as the standard for competent and ethical financial planning. To support these efforts, CFP Board surveys CFP® professionals regularly to gain a better understanding of their:
- Satisfaction with their career
- Satisfaction with CFP® certification
- Satisfaction with CFP Board
- Alignment with CFP Board activities and initiatives
CFP Board engaged Heart+Mind Strategies, an independent research firm, to survey select CFP® professionals. The anonymous online survey, conducted between mid-June and mid-July 2024, generated responses from 1,900 CFP® professionals. The data collected from the survey serves as the basis of this report.