Reports & Statistics
Consumer Surveys
Find insights into consumer and financial advisor views on saving, debt, the economy and more.
Most recent consumer surveys
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2024 CFP Board Millennials’ Financial Milestones Survey
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2023 CFP BOARD’S CONSUMER SENTIMENT SURVEY — LGBTQ+ FINANCIAL PLANNING PULSE
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2023 CFP BOARD CONSUMER SENTIMENT SURVEY: TRUST, BUT VERIFY
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2023 CFP BOARD CONSUMER SENTIMENT SURVEY — COST OF LIVING
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2020 Consumer Study on Financial Planner Competencies & Skills
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2019 Retirement Preparedness Survey
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2019 Survey of Consumer and Advisor Views on Saving and Managing Money
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2019 Survey of Consumer Student Loan Debt and Savings
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