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Reports & Statistics
Professional Demographics
Certificant Surveys
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Diversity and Women's Research
Guide to Careers in Financial Planning
Financial Planning Career Paths: Building More Sustainable and Successful Businesses
2018 Digital Advice Working Group Report
Financial Planner Re-Entry Initiative: Career Path for Professional Women in Financial Planning
2018 CFP® Certification Brand Promise Survey
2016 Aite Group Research: Building a Wealth Management Practice: Measuring CFP Professionals' Contribution
2016 Digital Advice Working Group Report
Consumer Surveys
2019 Survey of Consumer and Advisor Views on Saving and Managing Money
2019 Survey of Consumer Student Loan Debt and Savings
2019 Retirement Preparedness Survey
2019 Survey of Consumer Views of Potential Recession
2018 Election: First View Post-Election Research
2020 Financial Planner Skills Research
Reports & Statistics
Consumer Surveys
Find insights into consumer and financial advisor views on saving, debt, the economy and more.
Most recent consumer surveys
2020 Consumer Study on Financial Planner Competencies & Skills
2019 Retirement Preparedness Survey
2019 Survey of Consumer and Advisor Views on Saving and Managing Money
2019 Survey of Consumer Student Loan Debt and Savings
2019 Survey of Consumer Views of Potential Recession
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