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Survey of Trends in the Financial Planning Industry

The College for Financial Planning is proud to present these important trends in today’s Asset Management and Retirement Planning environment again this year, comparing information from surveys conducted in 2006 and 2007.

Professional Designations Profile

At least 50% of respondents from each designation were between 30 and 49 years of age. The most reported industry affiliations among the designations are financial planning, investment planning, and securities. 

Professional Designations Earnings

All respondents reported an increase in earnings after receiving their designation.

	AAMS®	AWMASM	CMFC®	CRPC®	CRPS®	RPSM
Current annual gross earnings	$125k	$188k	$109k	$140k	$154k	$52k
Change in gross earnings	29%	18%	25%	15%	12%	21%

Professional Designations Satisfaction

Respondents from all designations chose ‘helping clients improve their lives’ followed by ‘challenge of solving client problems’ as the most important factors involved with career satisfaction

Survey of Trends in the Financial Planning Industry