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Surveys

Financial Planners Standards Council (FPSC) is a leader in commissioning and conducting benchmark studies that will enable interested stakeholders to document the evolution of this profession.

Since 1999, FPSC has asked CFP professionals to provide information that helps us to accurately profile the largest identifiable group of financial planners in Canada. The information is gathered with licence applications each year. The aggregated results are updated regularly on our CFP Professional Stats page.

Additionally, we regularly commission independent research that helps us map the landscape of the financial planning profession. Following are the reports of our most recent studies.

Consumer Surveys

Study Of Canadians' Attitudes Toward Financial Planning - Wave II
The current study (Wave II) was undertaken in early 2003 to look at changes in attitudes and behaviour related to financial planning, and to assess how Canadians' confidence in the economy may have impacted their use, assessment and understanding of professional planning services.

What Financial Planning Means to Canadians - Results of a 1999 Study of Canadians' thoughts on financial planning and those who guide them through it.

CFP Professional Surveys

Canadians Still Hold Misconceptions About Financial Planning
Conducted in September 2005, CFP professionals were asked if, in their experience, new clients come to them with misconceptions about financial planning.

Understanding the Delivery of Advice and Financial Planning Services - CFP® PROFESSIONALS SURVEY 2006
In 2004, hundreds of CFP professionals generously gave their time to help us understand and define the delivery of advice and financial planning services. Again in 2006, CFP professionals stepped up to provide us with valuable information in relation to their practices. The survey was conducted by Credo Consulting Inc., a research and consulting firm focused on providing solutions to Canadian asset managers on their product development, distribution and marketing strategies. The survey whitepaper is available electronically for $125 plus applicable taxes. Use the order form to order your copy.

Understanding the Delivery of Advice and Financial Planning Services - 2004
Hundreds of CFP professionals generously gave their time to help us understand and define the delivery of advice and financial planning services. The survey was conducted by Credo Consulting Inc., a research and consulting firm focused on providing solutions to Canadian asset managers on their product development, distribution and marketing strategies. The survey whitepaper is available electronically for $125 plus applicable taxes. Use the order form to order your copy.

Consumers More Confused Than Ever
Results of our latest 2002 poll of financial planners about misconceptions commonly held about financial planning.

Job Analysis Survey Results
Highlights of a job analysis survey of CFP Professionals conducted in 2001.

Quality of Work-Life Survey Results
Report on financial planners' work-life and their satisfaction with their chosen career as unveiled through FPSC's Winter 2000 Quality of Work-Life Survey.