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LATEST DATA

CFP® Professional Demographics

Learn about the demographics of 93,000+ CFP® professionals, including breakdowns by state, gender and age.

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Research: Building a More Sustainable Workforce

Workforce development. Pipeline diversification. Digital disruption. Learn how our profession is changing with reports from CFP Board and the CFP Board Center for Financial Planning.

Understanding Financial Planning & Consumer Behavior

Financial Planning Review, from the CFP Board Center for Financial Planning, is a double-blind, peer-reviewed academic journal that features research on issues affecting the financial planning profession and related disciplines. Topics covered range from portfolio choice and household finance to psychology and consumer decision-making, and more.

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