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LATEST DATA

CFP® Professional Demographics

Learn about the demographics of 86,000+ CFP® professionals, including breakdowns by state, gender and age.

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Financial Planner Reentry Initiative

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.

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.

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