Trends That Help CFP Professionals Stay Prepared | CFP Board

Results of the largest financial planning research project in the United States released today by Certified Financial Planner Board of Standards, Inc. identified five emerging trends that will lead to better client outcomes, contribute to the body of knowledge for CFP® certification and the financial planning profession.

The research was conducted over the course of a year and was validated by more than 3,700 CFP® professionals and educators, which found that these five areas – Retirement Savings and Income Planning; Education Planning; Holistic and Integrated Financial Planning; Healthcare; and Debt Management – were most top of mind. The research also reveals insights into the tasks currently being performed by CFP® professionals and the knowledge requirements needed to fulfill and serve the interests of clients.


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