Reports & Statistics
Find resources designed to help you stay on top of financial planning issues and explore approaches for building a more competent, ethical and diverse profession.
Research: Building a More Sustainable Workforce
Digital disruption. Workforce development. Pipeline diversification. Learn how our profession is changing with reports from CFP Board and the CFP Board Center for Financial Planning.
Developing a Stronger Workforce
This comprehensive workforce development guide highlights the importance of clear and transparent career advancement to attract and retain the next generation of financial planners.
Diversifying the Profession
Explore insights and recommendations on how to create a more diverse and sustainable financial planning profession.
Getting Ahead of Digital Disruption
How will digital financial advice affect consumers, firms and the financial planning profession? This report summarizes the work of the 2018 Digital Advice Working Group, which was formed to better understand the ecosystem of digital financial advice and its evolution.
Survey Insights: Consumers & CFP® Certificants
CFP Board surveys uncover key audience insights that help you gain a better understanding of their mindsets, behaviors and motivations.
Learn how consumers are feeling about their finances and the economy – and find out what they're looking for in a financial planner.
Certificant surveys cover a wide range of topics. Find out how CFP® professionals view their decision to join the financial planning profession, how they feel about getting certified and more.
REPORT: A Return-to-work program
The CFP Board Center for Financial Planning, in partnership with career re-entry firm iRelaunch, created the Financial Planner Reentry Initiative (FPRI) to connect firms in the financial planning sector with experienced professionals seeking to return to the workforce after a career break. This white paper details outcomes from the initial pilot.
Explore research that gauges public perceptions around the contributions of CFP® professionals, and other key issues.
2020 Pulse Survey: The Impact of COVID-19
This pulse survey, conducted online in April 2020, offers insights on the impact of the COVID-19 pandemic on CFP® professionals and their clients. Findings include an increase in client inquiries and client concerns around managing volatility and assets.
2018 CFP® Certification Brand Promise Survey
Get a better understanding of public sentiment around how CFP® professionals improve consumers' lives.
2018 Election: First View Post-Election Research
This study, conducted on November 6, 2018, surveyed over 1,000 voters on their views of the U.S. economy, their financial situation and whether they use a financial advisor.
2016 Aite Group Research: Building a Wealth Management Practice
The research identifies and quantifies differences between registered representatives and investment advisor representatives (collectively referred to as “financial advisors”) who hold a CFP® certification and financial advisors who are not CFP® professionals.
Understanding Financial Planning & Consumer Behavior
Financial Planning Review, from the CFP Board Center for Financial Planning, is a double-blind, peer-reviewed academic journal that features research on issues affecting the financial planning profession and related disciplines. Topics covered range from portfolio choice and household finance to psychology and consumer decision-making, and more.