CFP Board Research

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CFP Board Research

Original research conducted and commissioned by CFP Board provides information about the financial planning profession, including Consumer Surveys that reflect Americans’ personal finance and financial planning-related attitudes and behaviors, and Certificant Surveys that provide information about CFP® professionals and their experiences with the CFP® certification and the financial planning needs of their clients.

Read about CFP Board’s latest Consumer Surveys

Read about CFP Board’s latest Certificant Surveys

Read about CFP Board’s Women’s Initiative and its comprehensive research study on the “feminine famine” in the financial planning profession

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.

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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