RESEARCH SUMMARY: Download the 2015 Job Task Analysis Summary Report

CFP Board’s Job Task Analysis is the largest research project in the U.S. related to the body of knowledge for financial planning, and its results are used to verify and update the content of CFP Board’s examination and education requirements.

Conducted every 5 years, CFP Board’s Job Task Analysis helps to further define the body of knowledge for the financial planning profession, with the results forming the basis for CFP Board’s evaluation of the current CFP® certification requirements and any recommendation for changes to the requirements.  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.

The 2015 Job Task Analysis incorporates broad-based input from practicing CFP® professionals, educators from CFP Board-registered academic programs, and subject-matter experts who work to consider practice and emerging trends in financial planning.  The study was conducted over the course of a year and was validated by more than 3,700 CFP® professionals and educators.  In addition to updated lists of Principal Knowledge Topics and Financial Planning Job Task Domains, the 2015 study identified Contextual Variables that are to be considered when dealing with specific financial planning situations.

The 2015 Job Task Analysis findings indicated five areas are most top of mind for today’s practicing financial planners:

  1. Retirement Savings and Income Planning
  2. Education Planning
  3. Holistic and Integrated Financial Planning
  4. Healthcare
  5. Debt Management

The results of the 2015 Job Task Analysis include updated lists of Principal Knowledge Topics and Financial Planning Job Task Domains.  The 2015 Principal Knowledge Topics are the basis of CFP Board’s CFP® Certification Examination blueprint, effective with the March 2016 CFP® Certification Examination.* The 2015 Principal Knowledge Topics also serve as the curricular framework for CFP Board’s education requirement, effective August 2015, and they represent the topics CFP Board will accept for continuing education credit, effective January 2016.

CFP Board's 2015 Job Task Analysis