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This survey of CFP® professionals, conducted July-August 2019, offers you insight into their perceptions of the CFP® certification, CFP Board’s initiatives and the service they receive from CFP Board.

Key findings include:

  • Satisfaction with financial planning careers remains high: 93% are satisfied with their career choice
  • CFP® professionals value CFP® certification: 92% are satisfied with their decision to pursue CFP® certification
  • CFP® professionals strongly believe in the value of CFP® certification for financial professionals: 89% would recommend CFP® certification
  • CFP® professionals strongly believe in the importance of CFP Board’s priorities and initiatives
  • CFP® professionals agree that the service from CFP Board meets their expectations

Read the full 2019 survey

93% of CFP® professionals surveyed in 2019 indicated that they are satisfied with their career choice.