Research - Facts and Figures

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Research, Facts & Figures

Racial and Ethnic Diversity Research

The CFP Board Center for Financial Planning commissioned a comprehensive research study to identify the barriers to racial and ethnic diversity in the financial planning profession.

Read the full report, key findings, infographic, and related materials

Consumer Surveys

CFP Board conducts periodic surveys of representative samples of American consumers to assemble data on current consumer personal finance and financial planning-related attitudes and behaviors.

Read reports on the latest surveys

CFP® Professional Surveys

CFP Board conducts periodic surveys of CFP® professionals, soliciting information about their experiences with the CFP® certification and their views of the CFP® certification requirements.

Read reports on the latest surveys

Making More Room for Women in Financial Planning

As part of CFP Board’s Women’s Initiative, a comprehensive research study was conducted to explore the causes of the “feminine famine” in financial planning. The white paper, “Making More Room for Women in the Financial Planning Profession,” presents the study’s findings and outlines recommendations for attracting more women to the financial planning profession and making the profession itself more attractive to women, including initiatives CFP Board will undertake to address the problem.

Learn more and download the white paper

CFP® Professional Profile

Demographic data about the CFP® professional community is updated and made available at the start of each month. Data is drawn from initial certification and certification renewal forms.

View the latest profile

CFP® Certification Examination Statistics

A historical summary of pass rates for the CFP® Certification Examination is available, including rates for all exam takers, first-time exam takers and re-takes.

View the exam pass rate statistics

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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