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CFP Board is leading the first authoritative academic study to track and report on the actual impact of holistic financial planning on clients.
The Financial Planning Longitudinal Study (FPLS) tracks, follows and measures financial and overall wellness outcomes of a diverse and representative sample of American households over at least the next decade. The study aims to provide an empirical evaluation of the benefits of financial planning and working with CFP® professionals compared to the services of professionals who do not hold CFP® certification and those with do-it-yourself approaches. Learn more about the FPLS data.
Read the Financial Planning Review Article*
*Based on the 2024 data.