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Survey of Trends in the Financial Planning Industry

Since 1996, the College has surveyed financial planners including CFP® certificants and graduates of our own professional designation programs and MS programs. The goal is to analyze trends in the industry including planner profiles, career satisfaction, client profiles, and earnings.

One of the most important (and requested) 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 2014, which illustrate earnings increases for all of our programs.


Survey of Trends
  CFP® AAMS® ADPA® APMA® AWMA® CMFC® CRPC® CRPS® RP® MS
Before $109,966 $135,812 $106,934 $71,891 $93,484 $62,200 $104,680 $105,910 $40,193 $230,818
After $132,347 $170,132 $117,021 $101,677 $129,375 $75,780 $122,467 $126,085 $46,447 $274,681
% + 20% + 25% + 9% + 41% + 28% + 22% + 17% + 19% + 16% + 19%

Download the complete 2014 Survey of Trends in the Financial Planning Industry now by clicking the link to the right.


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