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This survey of CFP® professionals, conducted for CFP Board by Fondulas Strategic Research between May and June 2017, offers you insights into their perceptions of CFP® certification and CFP Board priorities, initiatives and services.

Key findings include:

  • Satisfaction with financial planning careers remains high: 91% are satisfied with their career choice
  • CFP® professionals value CFP® certification: 91% are satisfied with their decision to pursue CFP® certification
  • CFP® professionals strongly believe in the value of CFP® certification for financial professionals: 91% would recommend CFP® certification
  • CFP® professionals strongly believe in the importance of CFP Board’s priorities and initiatives
  • CFP® professionals agree that the service from CFP Board meets their expectations

Read the full summary report

95% of CFP® professionals surveyed in 2017 rated CFP Board's work to build and promote the CFP® certification as "very important."