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Reports & Statistics
Consumer Surveys
Find insights into consumer and financial advisor views on saving, debt, the economy and more.
Most Recent Consumer Surveys
Lessons Learned A Survey of American Gen Xers
Steering Clear of Financial Misinformation: A 2025 Survey of Americans
2025 CFP Professionals Taxes Surveys
Financial Planning Longitudinal Study
Debt and New Year's Resolutions Report
Americans’ Financial Outlook and the 2024 Election Survey
2023 CFP Board Consumer Sentiment Survey: Trust, but Verify
2024 CFP Board Millennials’ Financial Milestones Survey
2023 CFP Board’s Consumer Sentiment Survey — LGBTQ+ Financial Planning Pulse
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
