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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
2026 CFP® Professionals Financial Outlook Survey
Lessons Learned: A Survey of American Gen Xers
Steering Clear of Financial Misinformation: A 2025 Survey of Americans
2025 CFP® Professionals Taxes Survey
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
