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Survey of Trends in the Financial Planning Industry
Each year the College surveys financial planners including CFP® certificants and graduates of our own professional designation programs and graduate degree programs. The goal is to analyze yearly trends in the industry including planner profiles, career satisfaction, client profiles, and earnings.
One of the most important facets of the yearly survey of trends is the before and after earnings chart for the CFP® certification as well as our own professional designation and graduate programs. Below you can see the numbers from 2011, which illustrate earnings increases for all of our programs.
| CFP® | AAMS® | AWMA® | CMFC® | CRPC® | CRPS® | MS | RP®/FFP | |
|---|---|---|---|---|---|---|---|---|
| Before | $96,952 | $157,745 | $101,421 | $68,307 | $109,290 | $142,704 | $110,941 | $46,188 |
| After | $126,452 | $176,229 | $143,029 | $94,044 | $122,897 | $164,690 | $147,833 | $55,090 |
| Current | $190,922 | $161,959 | $168,166 | $112,746 | $147,657 | $204,564 | $251,631 | $52,747 |
| % | + 30% | + 12% | + 41% | + 38% | + 12% | + 15% | + 33% | + 19% |
Download the complete 2011 Survey of Trends in the Financial Planning Industry now by clicking the link to the right.
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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA institute does not endorse, promote or warrant the accuracy or quality of the College for Financial Planning. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.