Reports & Statistics
Consumer Surveys
Find insights into consumer and financial advisor views on saving, debt, the economy and more.
Most recent consumer surveys

Financial Planning Longitudinal Study

Debt and New Year's Resolutions Report

Americans’ Financial Outlook and the 2024 Election Survey

2024 CFP Board Millennials’ Financial Milestones Survey

2023 CFP BOARD’S CONSUMER SENTIMENT SURVEY — LGBTQ+ FINANCIAL PLANNING PULSE

2023 CFP BOARD CONSUMER SENTIMENT SURVEY: TRUST, BUT VERIFY

2023 CFP BOARD CONSUMER SENTIMENT SURVEY — COST OF LIVING

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
