Client Impact Study: FPLS Data
The Financial Planning Longitudinal Study (FPLS) will track, follow and measure 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.
The researchers sent the study’s inaugural survey in July 2024 to targeted members of the AmeriSpeak® panel, managed by NORC at the University of Chicago. The survey generated responses from 4,027 U.S. households. Participants represented working and retired Americans ages 25-65 who serve as primary or shared financial decision-makers in their households, with a minimum annual income of $50,000, and investable assets of at least $30,000.
CFP Board published the 2024 key findings. The data, codebook & frequency tables, methods & transparency report, and survey instrument are available to researchers.
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