Survey of Potential and Existing CFP Professionals

Survey Deadline: 24 March

Banking

Independent financial planning / advisor

Insurance

Investments / mutual funds

Tax / accounting

Teaching / education

Tied agent of a product provider

Not applicable / I do not work in the financial services industry

Other (please specify)

I am a CFP professional

I am currently studying towards or am on the pathway to attaining CFP certification

I am considering pursuing CFP certification