Consumer Surveys
Financial Planning Longitudinal Study
CFP Board is leading the first authoritative academic study to track and report on the actual impact of holistic financial planning on clients.
The Financial Planning Longitudinal Study will track, follow and measure financial and overall well-being outcomes of a diverse and representative sample of American households over at least 10 years. The study aims to provide an empirical evaluation of the benefits of financial planning and working with CFP® professionals compared to the services of professionals who do not hold CFP® certification and those with do-it-yourself approaches.
