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2022 Survey of Trends Data 

Findings

Unless otherwise noted, data are among the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English.

Career Satisfaction

Total 

  • 67% of College for Financial Planning® graduates surveyed are more satisfied with their financial planning career after earning their most recent financial credential
  • The majority of College for Financial Planning® graduates surveyed are more satisfied with their financial planning career after earning their most recent financial credential
  • Nearly 7 of 10 College for Financial Planning® graduates surveyed are more satisfied with their financial planning career after earning their most recent financial credential

CFP®

  • 80% of CFP® professionals surveyed are more satisfied with their financial planning career after earning their CFP® certification
  • The majority of CFP® professionals surveyed are more satisfied with their financial planning career after earning their CFP® certification
  • 8 out of 10 CFP® professionals surveyed are more satisfied with their financial planning career after earning their CFP® certification

The sample includes 205 graduates whose most recent professional designation earned was the CFP® certification and who answered this question.

CRPC®+AAMS®+Other Specialized Designations

  • 61% of professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their most recent designation through the College for Financial Planning®
  • The majority of professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their most recent designation through the College for Financial Planning®
  • 6 out of 10 professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their most recent designation through the College for Finanical Planning®

The sample includes 257 graduates whose most recent professional designation earned was a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.

CRPC®

  • 59% of CRPC® professionals surveyed are more satisfied with their financial planning career after earning their CRPC® designation through the College for Financial Planning
  • 59% of CRPC® professionals surveyed are more satisfied with their financial planning career after earning their designation
  • The majority of CRPC® professionals surveyed are more satisfied with their financial planning career after earning their CRPC® designation through the College for Financial Planning
  • More than half of CRPC® professionals surveyed are more satisfied with their financial planning career after earning their CRPC® designation through the College for Financial Planning

The sample includes 81 graduates whose most recent professional designation earned was the CRPC® designation and who answered this question.

AAMS®

  • 58% of AAMS® professionals surveyed are more satisfied with their financial planning career after earning their AAMS® designation through the College for Financial Planning
  • 58% of AAMS® professionals surveyed are more satisfied with their financial planning career after earning their designation
  • The majority of AAMS® professionals surveyed are more satisfied with their financial planning career after earning their AAMS® designation through the College for Financial Planning
  • More than half of AAMS® professionals surveyed are more satisfied with their financial planning career after earning their AAMS® designation through the College for Financial Planning

The sample includes 65 graduates whose most recent professional designation earned was the AAMS® designation and who answered this question.

Other Specialized Designations

  • 62% of professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their specialized designation through the College for Financial Planning
  • 62% of professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their designation
  • The majority of professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their specialized designation through the College for Financial Planning
  • 6 out of 10 professionals surveyed with specialized financial designations are more satisfied with their financial planning career after earning their specialized designation through the College for Financial Planning

The sample includes 111 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.

Confidence

Total

  • 79% of College for Financial Planning® graduates surveyed are more confident in speaking with clients after earning their most recent financial credential
  • The majority of College for Financial Planning® graduates surveyed are more confident in speaking with clients after earning their most recent financial credential
  • Nearly 8 out of 10 College for Financial Planning® graduates surveyed are more confident in speaking with clients after earning their most recent financial credential

CFP®

  • 86% of CFP® professionals surveyed are more confident in speaking with clients after earning their CFP® certification
  • The majority of CFP® professionals surveyed are more confident in speaking with clients after earning their CFP® certification
  • More than 8 out of 10 CFP® professionals surveyed are more confident in speaking with clients after earning their CFP® certification

The sample includes 169 graduates whose most recent professional designation earned was the CFP® certification and who answered this question.

  • 86% of CFP® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation
  • The majority of CFP® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation
  • More than 8 out of 10 CFP® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation

The sample includes 227 graduates who earned the CFP® certification and answered this question.

CRPC®+AAMS®+Other Specialized Designations

  • 79% of professionals surveyed with specialized financial designations are more confident in speaking with clients after earning their most recent professional designation through the College for Financial Planning®
  • The majority of professionals surveyed with specialized financial designations are more confident in speaking with clients after earning their most recent professional designation through the College for Financial Planning®
  • Nearly 8 out of 10 professionals surveyed with specialized financial designations are more confident in speaking with clients after earning their most recent professional designation through the College for Financial Planning®

The sample includes 198 graduates whose most recent professional designation earned was a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.

CRPC®

  • 82% of CRPC® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation
  • The majority of CRPC® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation
  • 8 out of 10 CRPC® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation

The sample includes 114 graduates who earned the CRPC® designation and answered this question.

AAMS®

  • 79% of AAMS® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation
  • The majority of AAMS® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation
  • More than 7 out of 10 AAMS® professionals surveyed are more confident in speaking with clients after earning their most recent professional designation

The sample includes 98 graduates who earned the AAMS® designation and answered this question.

Other Specialized Designations

  • 83% of professionals surveyed with specialized financial designations are more confident in speaking with clients after earning their specialized designation through the College for Financial Planning
  • The majority of professionals surveyed with specialized financial designations are more confident in speaking with clients after earning their specialized designation through the College for Financial Planning
  • 8 out of 10 professionals surveyed with specialized financial designations are more confident in speaking with clients after earning their specialized designation through the College for Financial Planning

The sample includes 82 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.

Increase in Clients

Total

  • 70% of College for Financial Plannin graduates surveyed reported an increase in their client base after earning their most recent financial credential
  • The majority of College for Financial Planning® graduates surveyed reported an increase in their client base after earning their most recent financial credential
  • 7 out of 10 College for Financial Planning® graduates surveyed reported an increase in their client base after earning their most recent financial credential

CFP®

  • 67% of CFP® professionals surveyed reported an increase in their client base after earning their CFP® certification
  • The majority of CFP® professionals surveyed reported an increase in their client base after earning their CFP® certification
  • More than 6 out of 10 CFP® professionals surveyed reported an increase in their client base after earning their CFP® certification

The sample includes 167 graduates whose most recent professional designation earned was the CFP® certification and who answered this question.

  • 69% of CFP® professionals surveyed reported an increase in their client base after earning their most recent professional designation
  • The majority of CFP® professionals surveyed reported an increase in their client base after earning their most recent professional designation
  • More than 6 out of 10 CFP® professionals surveyed reported an increase in their client base after earning their most recent professional designation

The sample includes 225 graduates who earned the CFP® certification and answered this question.

CRPC®+AAMS®+Other Specialized Designations

  • 75% of professionals surveyed with specialized financial designations reported an increase in their client base after earning their most recent professional designation through the College for Financial Planning®
  • The majority of professionals surveyed with specialized financial designations reported an increase in their client base after earning their most recent professional designation through the College for Financial Planning®
  • More than 7 out of 10 professionals surveyed with specialized financial designations reported an increase in their client base after earning their most recent professional designation through the College for Financial Planning®

The sample includes 198 graduates whose most recent professional designation earned was a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.

CRPC®

  • 82% of CRPC®professionals surveyed reported an increase in their client base after earning their most recent professional designation
  • The majority of CRPC® professionals surveyed reported an increase in their client base after earning their most recent professional designation
  • 8 out of 10 CRPC® professionals surveyed reported an increase in their client base after earning their most recent professional designation

The sample includes 114 graduates who earned the CRPC® designation and answered this question.

AAMS®

  • 86% of AAMS® professionals surveyed reported an increase in their client base after earning their most recent professional designation
  • The majority of AAMS® professionals surveyed reported an increase in their client base after earning their most recent professional designation
  • More than 8 out of 10 AAMS® professionals surveyed reported an increase in their client base after earning their most recent professional designation

The sample includes 98 graduates who earned the AAMS® designation and answered this question.

Other Specialized Designations

  • 71% of professionals surveyed with specialized financial designations reported an increase in their client base after earning their specialized designation through the College for Financial Planning
  • The majority of professionals surveyed with specialized financial designations reported an increase in their client base after earning their specialized designation through the College for Financial Planning
  • 7 out of 10 professionals surveyed with specialized financial designations reported an increase in their client base after earning their specialized designation through the College for Financial Planning

The sample includes 82 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.

Increase in Earnings

Total

  • College for Financial Planning® graduates surveyed reported a 17% earnings increase after earning their most recent financial credential
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years.

CFP®

  • CFP® professionals surveyed reported a 16% earnings increase after earning their CFP® certification
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years.

The sample includes 123 graduates whose most recent professional designation earned was the CFP® certification and who answered this question.

  • CFP® professionals surveyed reported a 16% earnings increase after earning their most recent professional designation
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years

The sample includes 159 graduates who earned the CFP® certification and answered this question.

CRPC®+AAMS®+Other Specialized Designations

  • Professionals surveyed with specialized financial designations reported a 21% earnings increase after earning their most recent professional designation
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years.

The sample includes 193 graduates who earned a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and answered this question.

CRPC®

  • CRPC® professionals surveyed reported a 19% earnings increase after earning their most recent professional designation
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years.

The sample includes 86 graduates who earned the CRPC® designation and answered this question.

AAMS®

  • AAMS® professionals surveyed reported a 16% earnings increase after earning their most recent professional designation
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years.

The sample includes 73 graduates who earned the AAMS® designation and answered this question.

Other Specialized Designations

  • Professionals surveyed with specialized financial designations reported a 20% earnings increase after earning their most recent professional designation
  • 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years.

The sample includes 80 graduates who earned a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and answered this question.