This exclusive report offers comprehensive insights into current trends within the financial planning and advising industry, as perceived by CFP® certificants and graduates of the College for Financial Planning®—a Kaplan Company's financial education programs. Given the ever-changing landscape of the financial planning sector, remaining up-to-date on industry shifts is essential. As a result, the College for Financial Planning® publishes a biennial Survey of Trends to keep professionals updated. This report serves as a valuable resource for understanding prevalent trends among financial practitioners, their clients, and their perspectives, enabling you to remain well-informed and adaptable in this evolving landscape.
Career Evolution & Credentialing: The specific motivations driving today’s practitioners and how advanced certifications directly shift career trajectories.
The Modern Client Persona: A deep dive into current client demographics, their primary financial anxieties, and the strategies used to meet their evolving needs.
Pathways to Success: Practical insights into the education, training, and internal success factors that separate top-tier planners from the rest of the field.
The Future Landscape: Expert viewpoints on the most significant workforce challenges and the systemic industry shifts predicted for the coming years.
Advanced certifications act as a major catalyst for growth. Professionals reported an average 21% increase in earnings immediately after receiving their latest financial designation.
For the first time, retirement funding has overtaken investment growth as the #1 concern for clients. 84% of financial professionals say retirement funding is now the top client concern.
81% of financial professionals agree that mastering behavioral finance—including the role of psychological biases and emotions—is critical for financial professionals to serve their clients and grow their practice.
61% of financial professionals who supervise, manage, or lead other financial advisors agree that it is essential to have advisor AI tools for their team to succeed.
Our report provides the data-driven clarity needed to navigate a demographic "changing of the guard" and evolving client expectations. Whether you’re an advisor seeking to benchmark your career trajectory or a firm leader building a resilient, future-ready workforce, download the complete study to unlock insights on career evolution, the modern client persona, and the success factors defining the next five years.
Not Finding What You're Looking For?