Fiscal Year FACT BOOK
Table of Contents Introduction to the Fact Book... 1 Introduction to the College... 1 Mission... 1 History of the College... 1 Board of Directors... 1 Accreditation... 1 Organization... 2 Scholarships and Corporate Agreements... 3 Alumni... 3 Data Definitions... 4 CFP and Professional Designation Programs... 4 Graduate Degree Programs... 4 Enrollments by Program and Demographic... 6 Accredited Asset Management Specialist SM or AAMS Program... 6 Accredited Domestic Partnership Advisor SM or ADPA Program... 8 Accredited Portfolio Management Advisor SM or APMA Program... 10 Accredited Wealth Management Advisor SM or AWMA Program... 12 Chartered Mutual Fund Counselor SM or CMFC Program... 14 Chartered Retirement Planning Counselor SM or CRPC Program... 16 Chartered Retirement Plans Specialist SM or CRPS Program... 18 Foundations in Financial Planning SM or FFPN Program... 20 Life Underwriter Training Council Fellow SM or LUTCF Program... 22 CFP Certification Professional Education Program... 24 Graduate Degree Programs... 26 Program Graduates... 28 Professional Designation Programs... 28 CFP Certification Professional Education Program... 28 Graduate Degree Programs... 28 Retention, Persistence, and Graduation Rates... 29 Retention Rates... 29 Persistence Rates... 30 Graduation Rates and Exam Pass Rates... 31
COLLEGE INFORMATION Introduction to the Fact Book The Office of Institutional Research and Effectiveness is pleased to present the Fiscal Year College for Financial Planning Fact Book. This fact book contains important and frequently requested information about the College s programs, students, faculty, staff, and operation and is meant to serve as an information source for College employees and stakeholders, as well as current and prospective students. The information provided in this fact book represents the data available for fiscal year, unless otherwise noted. The most up-to-date student data can be found on the Office of Institutional Research and Effectiveness website, www.cffpinfo.com/ire-assessment. If you have any questions or concerns about this fact book, please contact the Office of Institutional Research and Effectiveness at cffpresearch@cffp.edu. Thank you! Introduction to the College Mission The College s mission is to be the education provider of choice for working adults in the financial services industry by enabling student learning through advanced education programs and quality support services. History of the College The College was granted a charter by the state of Colorado in 1972 as a private, nonprofit corporation to formalize the financial planning profession via the CFP certification. In 1985, the College and the Certified Financial Planner Board of Standards Inc. became separate entities, with the College providing education and the CFP Board supporting the CFP certification itself. In the ensuing years, the College has developed and introduced a variety of courses and designations to better serve the needs of its students and the financial services industry. Today, the College remains committed to offering the highest level of education to the financial services industry, including two master of science degrees and the Certified Financial Planner Certification Professional Education program, which consistently boasts CFP Board Exam pass rates over 80%. The College also offers four graduate-level professional designations (APMA, AWMA, CRPC, and CRPS ) and four certificate-level professional designations (AAMS, CMFC, LUTCF, and FPQP TM ) that are considered among the most respected credentials in the industry. Board of Directors The College s board of directors consists of five members: John Sears, president of the College for Financial Planning Eileen Sharkey, principal of Sharkey, Howes, & Javer Karen Spero, owner of Karen Spero & Associates, LLC Judith Shine, president of Shine Investment Advisory Services James Williams, CEO of J.F. Williams Co., Inc. Accreditation The College has been fully accredited by the Higher Learning Commission (HLC), a regional accreditor recognized by the Department of Education and the Council for Higher Education Accreditation (CHEA), since November 1994. The College is fully authorized to offer degrees in the State of Colorado by the Colorado Department of Higher Education. Office of Institutional Research and Effectiveness 1
COLLEGE INFORMATION Organization The College is organized into three broad functional areas: Academic Affairs, Business Development, and Technology and Finance. These functional areas are further organized as follows: Unit Count Senior Leadership 4 Academic Affairs Faculty 7 Alumni and Regulatory Affairs 2 Institutional Research and Effectiveness 1 Editing 3 Administrative 1 Technology and Finance Accounting 4 Operations 2 Information Technology 8 Registrar 2 Business Development Enrollment Services 11 Student Services Center 7 Academic Advising 1 Corporate Sales 9 Marketing 3 Faculty Profile In addition to seven full-time professors, the College also employs approximately 40 adjunct instructors. Nearly all of the College s faculty have significant work experience in the financial services industry. A profile of the College s instructors can be found below. Full-time Adjunct Terminally degreed 11% 28% Master s degree 78% 67% 5+ years industry experience 89% 94% Female 33% 17% Office of Institutional Research and Effectiveness 2
COLLEGE INFORMATION Scholarships and Corporate Agreements The College has agreements with a number of financial services organizations to provide discounts to the employees of these organizations. As of September 1,, the College had 174 active contracts with corporate partners. The College also offers several scholarships to deserving students. These include: David M. King Merit Scholarship: This scholarship covers all CFP program costs for an individual new to the financial services field who has demonstrated both potential and leadership in the financial services industry (one offered each year). Financial Planning Association (FPA) Financial Planning Process and Insurance Scholarship: This scholarship covers the costs associated with the first course in the CFP program, and is available only to FPA members (12 offered each year). NAIFA and CFFP LUTCF scholarship: This scholarship covers the costs associated with the LUTCF program, and is available only to NAIFA members who are YAT eligible and have the endorsement of a NAIFA member (two offered each year). FPA Foundations in Financial Planning scholarship: This scholarship covers all costs associated with the Foundations in Financial Planning program, and is available only to current FPA members (12 offered each year). Ginger E. Current Professional Designation Merit Scholarship: This scholarship covers the costs of any one of the College s single-course designation programs (one offered each year). Loren Dunton Merit Scholarship: This scholarship covers all costs associated with the Master of Science Degree Program, and is offered to individuals with a minimum of five years of experience who have exhibited leadership in the financial services industry (one offered each year). FPA Graduate Studies Program Scholarship: This scholarship covers the costs associated with one course in the Master of Science Degree Program, and is available only to FPA members (12 offered each year). Alumni AAMS ADPA APMA AWMA CMFC CRPC CRPS FFPN LUTCF Total Conferred 21,112 667 1,622 2,598 6,558 28,398 5,939 7,918 206 Total Certified 10,556 508 1,544 1,960 2,104 19,261 4,052 1,972 206 Office of Institutional Research and Effectiveness 3
DATA DEFINITIONS Data Definitions CFP and Professional Designation Programs Active: Student is within their six-month testing window or have attempted an exam and are within their one-year program window. Inactive: Student has not attempted the exam within six months of the course begin date. Completed: Student has taken the exam and earned a score of 70% or higher. Dismissed: Student has not completed all program requirements by the course or program end date, or is found to be in violation with academic or administrative policies (such as non-payment). Withdrawn: Student voluntarily withdraws from a course/program. Reactivate: A student whose course has become inactive may pay to reactivate the course if they are still within the one-year time frame from the begin date of the course. Re-enrollment: Students who have previously withdrawn or been dismissed from a professional designation program or course may re-enroll into the current version of the program by paying the current tuition and fees in place at the time of their re-enrollment. The student must settle any unpaid balances on their account prior to re-enrolling. CFP Program and LUTCF Program Retention: Students who enrolled during a given time (such as a certain fiscal year) and successfully complete two courses. CFP Program Persistence: Students who enrolled during a given time (such as a certain fiscal year) and successfully complete four courses. Graduation: Students who enrolled during a given time (such as a certain fiscal year) and successfully complete all program requirements within the time allotted by the program. Designation Conferment: Students who successfully complete the academic requirements of the program are permitted to apply for authorization to use the applicable trademarks or registered service marks in accordance with the Designation Requirements. Continued use of designations is subject to compliance with ongoing renewal requirements. Failed Exam: Students who received a grade of 69.99 or lower on their course exam receive a course status of failed exam if they are still within their one-year program window. After that point it will show as dismissed if they have not passed. Graduate Degree Programs Active: Student is enrolled in a course for an upcoming or current term. Incomplete: Under specific circumstances, an instructor may approve a request for a temporary grade of incomplete. Conditions include 1) Student has completed a minimum of 50% of the total course assignments prior to incomplete request, 2) There s reasonable expectation that student will earn an overall passing course grade based on work submitted prior to incomplete request, and 3) Student initiates incomplete request form in advance of the term end date with sufficient time to determine a plan for completion with instructor. Withdrawn: Student voluntarily withdraws from a course/program after the add/drop period but before midnight on the last day of week 6 of a course. Dismissed: Student is involuntarily dismissed from a course/program for reasons including but not limited to: violation of the student conduct requirements, violation of the academic integrity standards, failure to enroll in a course within six months of being accepted into the program, failure to meet minimum requirements of the academic standards policy, failure to maintain continuous enrollment, Office of Institutional Research and Effectiveness 4
DATA DEFINITIONS failure to return from an approved leave of absence, or exceeding the maximum allowable timeframe for their program. Accepted: Student has been admitted to the program. Program Transfer: The student was moved from one set of degree requirements to another. Cancelled: Indicates either that the student voluntarily removed him or herself from the course during the add/drop period, or in some instances was administratively removed from a course due to lacking necessary prerequisite requirements or other error. Complete: Student has been issued a final course grade. Continuous Enrollment: Students must complete at least one graduate course each year. Stop-out: Students who skipped two or more consecutive cycles at some point during their program but returned. Drop-out: Students who withdrew or were dismissed from the program. Retention: Admitted students who enrolled during a given time (such as a certain fiscal year) and successfully complete two courses. Persistence: Admitted students who enrolled during a given time (such as a certain fiscal year) and successfully complete four courses. Graduation: Admitted students who enrolled during a given time (such as a certain fiscal year) and successfully complete all degree requirements during the five-year program window. Office of Institutional Research and Effectiveness 5
AAMS STUDENT DEMOGRAPHICS Enrollments by Program and Demographic Accredited Asset Management Specialist SM or AAMS Program AAMS Totals 1,414 830 1,221 1,430 783 609 656 761 788 605 Gender Male 1017 477 691 791 420 289 277 374 266 377 Female 290 165 242 310 177 129 151 195 192 155 Not specified 107 188 288 329 186 191 228 192 330 73 Age Range 20-25 0 0 0 0 0 0 2 6 15 13 26-30 0 1 7 7 22 19 46 66 36 24 31-35 53 32 37 49 28 42 39 49 32 22 36-40 73 34 35 43 17 26 35 46 21 9 41-45 60 35 32 26 8 16 28 29 18 5 46-50 68 25 44 38 24 19 23 29 26 6 51-55 50 23 20 28 13 20 23 25 13 4 56-60 38 12 20 22 16 16 23 17 5 2 61-65 11 11 12 12 10 7 4 6 2 1 66-70 16 4 7 8 2 3 3 2 0 1 71+ 8 1 2 1 0 3 0 1 0 0 Not specified 1,037 652 1,005 1,196 643 438 430 485 620 518 Race/Ethnicity Asian/Pacific Islander 3 1 2 4 3 0 1 2 3 2 Black/African-American 3 3 1 4 2 1 2 1 3 5 Hispanic Non-White 1 1 0 0 1 0 3 4 1 1 Hispanic White 4 0 5 6 5 5 4 6 8 3 Native American 2 0 0 1 0 0 1 0 1 0 White/Caucasian 110 65 126 149 75 75 86 128 116 64 More than one ethnicity 0 0 0 0 1 1 0 1 1 0 Not specified 1,291 760 1,087 1,266 696 527 559 619 655 530 Office of Institutional Research and Effectiveness 6
AAMS STUDENT DEMOGRAPHICS AAMS State AK - Alaska 2 0 2 0 0 1 1 0 2 0 AL - Alabama 3 1 4 9 5 6 8 14 13 6 AR - Arkansas 7 2 8 6 0 5 4 3 4 5 AZ - Arizona 35 22 24 37 35 23 25 41 33 23 CA - California 55 38 42 52 28 28 27 45 51 48 CO - Colorado 28 16 29 35 23 23 40 38 39 32 CT - Connecticut 5 3 5 3 1 4 1 4 12 4 DC - District of Columbia 0 1 0 0 1 1 1 1 0 2 DE - Delaware 1 0 3 0 0 1 2 1 0 1 FL - Florida 35 18 26 42 36 38 38 39 64 52 GA - Georgia 10 3 11 17 3 11 14 9 18 15 HI - Hawaii 3 3 3 3 1 0 1 2 3 3 IA - Iowa 8 4 8 13 5 6 2 7 5 4 ID - Idaho 5 1 3 4 3 0 2 4 6 0 IL - Illinois 24 18 26 37 13 13 16 21 23 31 IN - Indiana 21 14 28 19 19 18 8 16 19 16 KS - Kansas 8 1 7 13 6 4 4 12 7 4 KY - Kentucky 11 1 4 4 4 5 3 8 11 5 LA - Louisiana 6 4 18 17 4 5 10 7 8 8 MA - Massachusetts 6 4 3 9 4 5 12 4 10 7 MD - Maryland 7 8 11 3 4 8 10 6 12 7 ME - Maine 3 2 3 3 2 1 3 1 2 1 MI - Michigan 19 9 30 32 11 13 15 14 22 15 MN - Minnesota 13 8 16 20 12 7 6 12 14 15 MO - Missouri 28 16 40 33 14 11 18 18 25 19 MS - Mississippi 3 3 4 1 3 0 2 8 4 1 MT - Montana 3 1 2 4 2 0 4 2 2 2 NC - North Carolina 20 16 29 21 13 18 11 23 18 44 ND - North Dakota 4 0 4 3 0 1 1 0 1 3 NE - Nebraska 8 3 6 4 1 2 2 2 2 4 NH - New Hampshire 0 4 2 5 2 0 3 6 3 1 NJ - New Jersey 10 4 4 8 5 5 3 3 8 11 NM - New Mexico 1 2 2 6 1 4 0 1 1 2 NV - Nevada 7 4 2 4 1 3 3 3 3 3 NY - New York 13 3 12 20 10 8 10 19 21 6 OH - Ohio 14 10 25 20 10 16 9 11 29 18 OK - Oklahoma 7 2 8 12 6 3 3 4 8 7 OR - Oregon 6 11 16 17 3 1 3 8 9 7 PA - Pennsylvania 6 4 17 21 3 12 5 7 20 12 RI - Rhode Island 0 2 1 1 0 0 1 1 1 0 SC - South Carolina 6 7 13 16 4 7 9 6 13 11 SD - South Dakota 2 1 2 4 1 0 1 1 2 2 TN - Tennessee 15 8 17 13 8 13 12 21 19 17 TX - Texas 64 41 69 81 42 35 50 62 80 69 UT - Utah 4 0 3 4 1 0 0 1 1 7 VA - Virginia 13 12 7 23 6 7 8 15 17 17 VT - Vermont 1 0 1 2 0 2 0 1 3 2 WA - Washington 25 17 25 30 13 7 10 13 19 12 WI - Wisconsin 14 7 23 18 7 11 11 10 14 6 WV - West Virginia 3 1 1 1 2 0 0 1 2 1 WY - Wyoming 0 1 1 2 0 2 1 1 3 5 Not specified 822 469 571 678 405 215 223 204 82 12 Office of Institutional Research and Effectiveness 7
ADPA STUDENT DEMOGRAPHICS Accredited Domestic Partnership Advisor SM or ADPA Program ADPA Totals 36 175 172 267 226 118 93 29 Gender Male 19 102 66 116 104 42 58 15 Female 11 58 82 98 83 41 29 11 Not specified 6 15 24 53 39 35 6 3 Age Range 20-25 0 0 0 0 0 0 0 0 26-30 0 0 0 0 0 3 3 0 31-35 0 2 2 4 1 1 3 1 36-40 0 5 3 5 5 7 6 2 41-45 0 7 1 11 11 4 6 1 46-50 2 6 8 7 9 2 5 4 51-55 2 13 9 10 15 7 7 1 56-60 0 6 8 16 16 4 4 0 61-65 4 5 3 6 8 5 6 0 66-70 0 5 4 5 7 3 2 0 71+ 1 1 2 3 2 1 1 1 Not specified 27 125 132 200 152 81 50 19 Race/Ethnicity Asian/Pacific Islander 0 0 1 1 1 0 2 0 Black/African-American 0 2 1 1 0 0 1 0 Hispanic Non-White 0 0 0 0 0 0 0 0 Hispanic White 0 0 2 2 0 1 1 0 Native American 0 0 0 1 0 0 0 0 White/Caucasian 2 13 17 21 31 12 24 4 More than one ethnicity 0 0 0 0 0 0 0 0 Not specified 34 160 151 241 194 105 65 25 Office of Institutional Research and Effectiveness 8
ADPA STUDENT DEMOGRAPHICS ADPA State AK - Alaska 0 0 0 0 0 0 0 0 AL - Alabama 0 0 0 0 1 2 1 0 AR - Arkansas 0 0 0 1 2 0 0 0 AZ - Arizona 2 1 1 4 2 3 5 1 CA - California 1 5 16 21 19 14 9 4 CO - Colorado 0 1 2 3 1 1 2 0 CT - Connecticut 0 2 2 7 4 4 2 0 DC - District of Columbia 0 0 0 2 1 3 0 0 DE - Delaware 0 0 0 1 0 0 1 0 FL - Florida 0 6 9 10 8 5 3 4 GA - Georgia 0 2 2 5 5 1 2 2 HI - Hawaii 0 0 2 0 0 1 0 0 IA - Iowa 0 0 0 5 2 1 0 0 ID - Idaho 0 0 0 1 0 0 0 0 IL - Illinois 0 5 2 5 5 5 2 0 IN - Indiana 0 3 1 1 1 1 1 2 KS - Kansas 0 0 0 2 0 0 2 0 KY - Kentucky 0 1 0 2 1 0 1 2 LA - Louisiana 0 0 0 1 3 2 1 1 MA - Massachusetts 0 1 7 3 10 3 4 1 MD - Maryland 0 2 4 2 5 1 2 0 ME - Maine 0 0 1 1 1 0 1 0 MI - Michigan 0 2 2 3 1 2 1 1 MN - Minnesota 1 1 4 4 4 1 1 0 MO - Missouri 3 1 3 1 1 2 3 1 MS - Mississippi 0 1 0 0 0 0 0 0 MT - Montana 0 0 0 0 0 0 0 0 NC - North Carolina 0 4 2 5 1 5 4 1 ND - North Dakota 0 0 0 0 0 0 0 0 NE - Nebraska 0 0 0 0 0 0 0 0 NH - New Hampshire 0 0 0 0 6 3 2 0 NJ - New Jersey 1 4 5 8 3 10 1 0 NM - New Mexico 0 0 0 0 1 0 0 0 NV - Nevada 0 0 2 0 1 0 1 0 NY - New York 1 4 12 13 10 6 2 1 OH - Ohio 0 3 5 6 5 4 2 1 OK - Oklahoma 0 0 0 0 0 0 2 0 OR - Oregon 0 0 0 2 1 2 3 0 PA - Pennsylvania 0 4 1 5 5 3 1 1 RI - Rhode Island 0 0 1 0 1 0 0 0 SC - South Carolina 0 0 0 0 0 2 1 0 SD - South Dakota 0 0 0 1 0 0 0 0 TN - Tennessee 0 0 1 4 1 3 1 0 TX - Texas 2 12 1 3 6 3 9 2 UT - Utah 0 0 0 0 0 0 1 0 VA - Virginia 0 2 1 8 1 2 2 0 VT - Vermont 0 0 0 0 0 0 0 0 WA - Washington 1 4 7 5 3 3 8 2 WI - Wisconsin 0 1 1 2 4 1 0 1 WV - West Virginia 0 0 0 0 1 0 0 0 WY - Wyoming 0 0 0 0 0 0 0 0 Not specified 24 103 75 120 99 19 9 1 Office of Institutional Research and Effectiveness 9
APMA STUDENT DEMOGRAPHICS Accredited Portfolio Management Advisor SM or APMA Program APMA Totals 69 230 264 252 356 613 752 685 Gender Male 49 160 169 149 210 490 607 493 Female 6 18 23 27 53 74 110 169 Not specified 14 52 72 76 93 49 35 23 Age Range 20-25 0 0 0 0 1 3 1 4 26-30 0 2 1 1 2 6 3 15 31-35 2 3 8 6 13 10 10 19 36-40 1 4 3 5 18 31 28 30 41-45 1 9 10 12 11 26 19 27 46-50 3 13 9 7 19 36 41 25 51-55 1 4 6 13 22 27 27 13 56-60 4 9 7 9 22 24 30 24 61-65 4 9 4 11 14 15 15 7 66-70 0 5 5 2 5 8 8 7 71+ 0 3 2 1 0 1 0 0 Not specified 53 169 209 185 229 426 570 514 Race/Ethnicity Asian/Pacific Islander 0 1 1 1 1 2 2 2 Black/African-American 0 2 0 0 1 0 1 1 Hispanic Non-White 0 0 0 0 1 1 0 0 Hispanic White 0 1 0 1 0 3 5 3 Native American 0 0 0 0 0 0 0 0 White/Caucasian 9 32 11 24 38 62 73 112 More than one ethnicity 0 0 0 0 0 0 0 0 Not specified 60 194 252 226 315 545 671 567 Office of Institutional Research and Effectiveness 10
APMA STUDENT DEMOGRAPHICS APMA State AK - Alaska 0 0 0 0 0 0 3 3 AL - Alabama 0 1 3 4 3 0 5 5 AR - Arkansas 0 0 1 0 3 0 1 3 AZ - Arizona 3 6 3 3 5 6 11 22 CA - California 2 7 7 19 21 40 60 66 CO - Colorado 1 24 19 9 10 22 15 9 CT - Connecticut 3 9 5 0 13 8 7 5 DC - District of Columbia 0 1 0 0 0 1 2 2 DE - Delaware 0 1 0 0 0 5 4 4 FL - Florida 2 25 5 7 8 25 50 39 GA - Georgia 0 3 3 2 2 5 12 20 HI - Hawaii 0 1 2 1 0 4 3 2 IA - Iowa 1 3 3 0 3 4 14 19 ID - Idaho 0 0 0 0 1 0 0 7 IL - Illinois 2 2 5 3 5 6 17 23 IN - Indiana 1 4 3 4 2 8 13 10 KS - Kansas 1 3 5 1 6 6 4 6 KY - Kentucky 1 1 0 1 1 4 10 9 LA - Louisiana 2 2 5 2 1 2 12 15 MA - Massachusetts 1 3 5 8 12 33 19 22 MD - Maryland 0 2 2 2 2 13 18 14 ME - Maine 1 1 1 4 5 8 9 8 MI - Michigan 2 6 6 3 8 17 12 13 MN - Minnesota 7 4 3 7 15 30 85 39 MO - Missouri 0 2 2 3 4 1 7 12 MS - Mississippi 0 0 0 0 0 0 0 0 MT - Montana 0 0 0 1 1 2 1 0 NC - North Carolina 0 4 7 6 5 18 21 13 ND - North Dakota 0 0 0 0 1 3 1 11 NE - Nebraska 0 0 0 1 0 1 3 3 NH - New Hampshire 0 0 1 4 4 5 4 11 NJ - New Jersey 2 3 5 5 7 15 23 21 NM - New Mexico 0 2 1 0 0 1 4 1 NV - Nevada 0 0 0 2 2 1 6 4 NY - New York 2 12 8 12 19 34 46 26 OH - Ohio 0 3 10 13 19 21 25 43 OK - Oklahoma 0 1 1 1 2 2 2 4 OR - Oregon 1 1 1 3 1 4 13 11 PA - Pennsylvania 2 6 7 6 16 24 38 27 RI - Rhode Island 1 0 0 1 3 3 3 0 SC - South Carolina 0 1 2 2 0 0 11 5 SD - South Dakota 0 0 1 0 0 3 4 2 TN - Tennessee 3 3 0 0 0 7 10 9 TX - Texas 4 10 8 5 13 31 34 49 UT - Utah 1 0 1 1 1 7 5 5 VA - Virginia 0 6 11 2 5 18 28 21 VT - Vermont 0 1 1 0 0 0 2 0 WA - Washington 0 8 3 3 8 13 20 27 WI - Wisconsin 8 5 6 3 6 17 44 15 WV - West Virginia 0 0 1 1 1 0 2 0 WY - Wyoming 0 0 0 0 0 0 0 0 Not specified 15 53 101 97 112 135 9 0 Office of Institutional Research and Effectiveness 11
AWMA STUDENT DEMOGRAPHICS Accredited Wealth Management Advisor SM or AWMA Program AWMA Totals 311 262 290 217 201 261 339 514 482 378 Gender Male 218 186 196 135 123 151 179 231 189 122 Female 50 46 41 51 36 41 78 85 132 91 Not specified 43 30 53 31 42 69 82 198 161 165 Age Range 20-25 0 0 0 0 0 1 0 9 16 6 26-30 2 1 1 3 2 11 19 30 28 14 31-35 16 13 9 2 10 11 13 22 20 14 36-40 16 23 14 4 5 11 14 19 22 18 41-45 21 14 13 9 2 9 16 16 20 9 46-50 21 18 10 9 12 8 12 14 13 5 51-55 8 9 12 10 9 4 7 9 5 4 56-60 13 18 12 6 8 13 9 10 5 5 61-65 8 9 9 9 0 5 7 6 4 2 66-70 9 6 5 4 2 4 1 0 1 0 71+ 3 4 0 2 0 1 2 1 2 0 Not specified 194 147 205 159 151 183 239 378 346 301 Race/Ethnicity Asian/Pacific Islander 0 1 1 2 1 2 3 2 2 2 Black/African-American 0 0 2 1 1 0 3 2 9 2 Hispanic Non-White 0 0 1 0 0 0 0 2 0 0 Hispanic White 1 1 1 0 2 0 3 3 4 4 Native American 0 0 0 0 0 0 0 0 1 0 White/Caucasian 27 29 19 27 20 39 48 67 81 55 More than one ethnicity 0 0 0 0 0 0 1 0 1 0 Not specified 283 231 266 187 177 220 281 438 384 315 Office of Institutional Research and Effectiveness 12
AWMA STUDENT DEMOGRAPHICS AWMA State AK - Alaska 0 0 0 0 0 0 0 0 0 1 AL - Alabama 0 0 1 0 0 0 2 4 5 0 AR - Arkansas 0 0 1 0 0 0 2 0 3 1 AZ - Arizona 7 5 0 2 2 4 2 9 9 19 CA - California 16 5 10 11 11 18 21 52 64 54 CO - Colorado 4 3 5 6 6 7 6 10 14 9 CT - Connecticut 3 0 2 0 0 1 4 9 16 6 DC - District of Columbia 1 0 0 0 0 1 2 2 2 0 DE - Delaware 0 0 0 0 0 0 1 1 0 0 FL - Florida 4 9 7 9 6 19 18 29 32 32 GA - Georgia 2 4 3 1 2 4 5 7 13 6 HI - Hawaii 2 0 0 1 1 1 1 0 0 0 IA - Iowa 2 0 1 3 0 0 0 1 5 6 ID - Idaho 0 0 2 2 1 0 0 0 2 4 IL - Illinois 4 2 7 4 3 9 8 6 12 18 IN - Indiana 0 5 3 1 3 2 3 1 4 3 KS - Kansas 1 3 2 0 0 1 4 3 1 3 KY - Kentucky 1 3 4 0 0 1 2 2 3 3 LA - Louisiana 1 0 1 0 0 5 0 2 0 2 MA - Massachusetts 4 2 1 3 0 4 7 18 11 5 MD - Maryland 1 2 3 4 0 4 4 7 12 11 ME - Maine 0 0 0 1 0 0 1 3 3 0 MI - Michigan 4 4 6 8 6 2 8 9 12 9 MN - Minnesota 3 7 1 5 3 5 11 11 18 11 MO - Missouri 2 4 3 2 5 3 8 2 15 7 MS - Mississippi 0 0 1 0 0 0 0 0 1 0 MT - Montana 0 0 0 0 1 1 2 2 1 0 NC - North Carolina 8 10 4 3 3 3 0 14 7 9 ND - North Dakota 0 1 0 0 0 0 0 2 0 0 NE - Nebraska 0 2 1 0 1 1 6 1 2 1 NH - New Hampshire 0 1 0 0 1 1 0 2 2 0 NJ - New Jersey 4 1 3 3 6 3 11 21 16 17 NM - New Mexico 0 0 0 0 1 0 1 0 0 0 NV - Nevada 1 0 0 0 3 0 4 1 5 5 NY - New York 8 6 12 5 5 13 15 29 29 19 OH - Ohio 2 5 3 1 4 5 11 14 11 16 OK - Oklahoma 0 1 0 0 0 0 0 1 1 2 OR - Oregon 2 4 0 1 1 0 2 4 5 10 PA - Pennsylvania 22 8 10 7 5 6 7 24 13 24 RI - Rhode Island 0 0 0 1 0 0 1 0 1 3 SC - South Carolina 4 3 1 0 1 2 2 3 3 4 SD - South Dakota 3 0 0 1 0 3 0 0 0 1 TN - Tennessee 2 3 8 2 1 3 4 7 9 8 TX - Texas 6 12 9 6 10 14 12 24 26 21 UT - Utah 0 1 0 2 0 2 0 0 0 6 VA - Virginia 2 5 1 5 2 3 2 9 17 4 VT - Vermont 0 0 1 0 0 0 0 0 1 0 WA - Washington 4 1 3 2 1 1 10 7 14 17 WI - Wisconsin 1 1 0 2 2 2 5 5 11 1 WV - West Virginia 1 0 1 1 0 0 0 1 1 0 WY - Wyoming 0 0 0 0 0 0 0 0 0 0 Not specified 179 139 169 112 104 107 124 155 50 0 Office of Institutional Research and Effectiveness 13
CMFC STUDENT DEMOGRAPHICS Chartered Mutual Fund Counselor SM or CMFC Program CMFC Totals 383 193 144 133 152 154 137 94 87 64 Gender Male 268 121 76 70 84 71 65 42 29 28 Female 76 38 23 46 33 32 22 16 24 15 Not specified 39 34 45 17 35 51 50 36 34 21 Age Range 20-25 0 0 0 0 0 0 0 1 1 0 26-30 0 1 0 1 2 5 8 5 2 2 31-35 24 12 2 6 5 7 8 4 4 2 36-40 24 12 4 3 7 5 8 6 3 4 41-45 17 7 10 3 7 8 8 4 2 1 46-50 24 17 6 1 4 6 4 2 0 2 51-55 14 2 3 2 3 3 2 0 1 0 56-60 12 6 2 3 2 4 0 0 2 2 61-65 6 3 1 1 1 1 1 0 0 1 66-70 4 1 2 0 0 1 1 0 0 0 71+ 1 1 0 0 0 0 0 0 0 0 Not specified 257 131 114 113 121 114 97 72 72 50 Race/Ethnicity Asian/Pacific Islander 0 0 0 0 1 0 1 0 1 1 Black/African-American 1 0 1 0 0 2 2 1 0 0 Hispanic White 0 0 1 1 0 1 0 1 0 0 Hispanic Non-White 1 1 1 0 0 0 1 0 0 2 Native American 0 0 0 1 0 0 0 0 0 1 White/Caucasian 27 16 9 8 24 17 19 12 10 9 More than one ethnicity 0 0 0 0 0 0 0 0 0 0 Not specified 354 176 132 123 127 134 114 80 76 51 Office of Institutional Research and Effectiveness 14
CMFC STUDENT DEMOGRAPHICS CMFC State AK - Alaska 0 0 0 0 0 0 0 0 0 1 AL - Alabama 0 0 0 0 0 0 0 0 0 0 AR - Arkansas 0 0 0 0 0 0 1 0 0 0 AZ - Arizona 5 3 4 3 2 2 1 2 4 4 CA - California 7 6 4 3 12 3 10 6 6 5 CO - Colorado 9 3 3 2 2 1 4 0 7 2 CT - Connecticut 4 0 1 2 1 1 2 0 1 0 DC - District of Columbia 2 1 0 1 0 0 0 0 0 0 DE - Delaware 0 0 0 0 0 0 0 1 0 0 FL - Florida 7 2 2 3 7 4 2 5 4 2 GA - Georgia 3 0 0 1 0 0 0 0 1 1 HI - Hawaii 0 0 0 0 0 0 0 0 1 0 IA - Iowa 0 0 0 0 0 0 0 0 0 1 ID - Idaho 4 1 0 0 1 2 2 1 0 0 IL - Illinois 0 0 0 0 1 0 0 0 0 0 IN - Indiana 7 2 1 5 7 1 4 5 2 3 KS - Kansas 1 0 0 1 0 0 1 3 3 2 KY - Kentucky 7 10 4 2 5 2 2 1 6 2 LA - Louisiana 1 1 1 0 0 1 0 0 1 2 MA - Massachusetts 0 0 1 1 0 3 1 0 0 0 MD - Maryland 2 2 0 3 4 5 6 3 4 1 ME - Maine 3 3 1 0 0 1 1 1 1 1 MI - Michigan 0 0 0 0 0 0 0 0 2 0 MN - Minnesota 4 2 0 1 2 1 2 0 1 1 MO - Missouri 6 1 1 1 4 1 0 2 1 2 MS - Mississippi 4 2 7 5 2 5 3 6 6 4 MT - Montana 2 0 0 0 0 0 1 2 1 1 NC - North Carolina 1 0 0 1 0 0 0 0 0 0 ND - North Dakota 9 3 3 2 1 5 6 2 3 1 NE - Nebraska 0 1 0 0 0 0 0 0 0 0 NH - New Hampshire 4 3 0 0 1 0 1 0 0 1 NJ - New Jersey 2 0 0 0 2 0 0 2 0 1 NM - New Mexico 4 1 4 1 1 2 2 2 7 3 NV - Nevada 1 2 1 0 0 0 0 0 0 1 NY - New York 0 0 0 0 0 0 2 0 0 0 OH - Ohio 7 1 2 1 2 11 4 4 2 3 OK - Oklahoma 5 4 0 1 11 5 2 1 3 7 OR - Oregon 3 0 0 1 0 2 0 2 3 1 PA - Pennsylvania 0 0 0 0 0 0 0 0 1 0 RI - Rhode Island 5 5 4 1 1 2 3 3 6 3 SC - South Carolina 1 0 0 0 0 0 0 0 0 0 SD - South Dakota 2 0 1 0 1 1 2 1 0 0 TN - Tennessee 0 0 0 1 0 0 0 1 0 0 TX - Texas 5 2 2 3 0 0 0 0 0 1 UT - Utah 9 5 3 2 3 3 6 5 0 0 VA - Virginia 0 0 0 1 0 0 1 0 0 0 VT - Vermont 6 1 4 0 4 4 7 3 2 3 WA - Washington 0 0 1 0 0 4 0 3 2 1 WI - Wisconsin 2 5 2 3 0 2 0 5 0 0 WV - West Virginia 0 0 0 1 3 4 1 6 0 3 WY - Wyoming 0 0 0 0 0 0 0 0 0 0 Not specified 239 121 87 80 72 76 57 16 6 0 Office of Institutional Research and Effectiveness 15
CRPC STUDENT DEMOGRAPHICS Chartered Retirement Planning Counselor SM or CRPC Program CRPC Totals 5,496 2,930 3,101 2,821 1,974 1,750 1,853 2,046 2,046 1,866 Gender Male 4,153 2,231 2,403 2,133 1,441 1,233 1,316 1,493 1,457 1,386 Female 1,252 638 663 637 451 450 481 510 529 442 Not specified 91 61 35 51 82 67 56 43 60 38 Age Range 20-25 0 0 0 0 0 1 5 15 24 31 26-30 2 5 19 18 45 44 100 84 101 44 31-35 132 91 84 76 77 78 124 80 71 37 36-40 194 109 117 85 67 76 106 76 72 39 41-45 212 100 111 103 72 75 86 72 49 23 46-50 254 122 137 89 82 85 89 52 52 26 51-55 197 100 119 86 51 71 69 66 42 21 56-60 178 78 86 101 52 58 67 52 29 18 61-65 146 55 64 69 38 40 43 37 16 16 66-70 129 37 38 29 25 20 17 19 4 2 71+ 69 19 15 21 5 10 5 3 3 1 Not specified 3,983 2,214 2,311 2,144 1,460 1,192 1,142 1,490 1,583 1,608 Race/Ethnicity Asian/Pacific Islander 11 7 13 5 5 9 13 17 17 16 Black/African-American 8 4 12 9 9 7 15 4 12 12 Hispanic Non-White 4 1 0 1 1 1 5 0 4 2 Hispanic White 14 7 14 6 8 8 13 16 23 9 Native American 1 1 0 2 0 0 1 1 2 1 White/Caucasian 365 232 284 244 176 198 217 263 272 183 More than one ethnicity 4 1 0 1 3 0 1 1 2 0 Not specified 5,089 2,677 2,778 2,553 1,772 1,527 1,588 1,744 1,714 1,643 Office of Institutional Research and Effectiveness 16
CRPC STUDENT DEMOGRAPHICS CRPC State AK - Alaska 1 1 3 1 1 1 1 3 2 0 AL - Alabama 21 11 8 10 4 1 8 3 8 8 AR - Arkansas 4 5 12 3 5 9 9 6 4 4 AZ - Arizona 45 23 33 17 27 26 37 42 70 95 CA - California 191 106 190 163 112 86 123 170 175 178 CO - Colorado 50 23 22 21 29 24 23 24 72 88 CT - Connecticut 48 17 49 23 21 26 20 26 30 47 DC - District of Columbia 5 6 5 9 9 8 8 5 11 4 DE - Delaware 4 4 3 4 5 1 3 2 4 7 FL - Florida 167 105 97 129 67 67 98 144 205 199 GA - Georgia 60 35 43 35 26 34 31 36 34 57 HI - Hawaii 5 1 5 4 4 5 4 5 2 7 IA - Iowa 15 5 7 14 5 16 6 8 13 5 ID - Idaho 6 3 0 2 2 3 0 9 2 1 IL - Illinois 61 37 52 63 23 36 44 32 54 89 IN - Indiana 41 13 9 20 10 9 17 23 27 28 KS - Kansas 18 8 15 2 5 10 6 13 46 42 KY - Kentucky 28 7 5 10 3 4 5 10 13 13 LA - Louisiana 13 9 10 13 7 14 4 12 17 6 MA - Massachusetts 92 40 50 41 46 23 33 44 50 67 MD - Maryland 55 25 38 38 21 21 28 30 65 64 ME - Maine 10 4 4 1 10 5 3 2 7 7 MI - Michigan 45 45 37 19 37 36 36 32 43 43 MN - Minnesota 55 41 47 44 59 32 61 35 70 51 MO - Missouri 35 18 21 19 8 18 21 37 35 33 MS - Mississippi 1 1 5 2 3 0 2 0 1 1 MT - Montana 3 5 0 1 8 1 2 2 8 1 NC - North Carolina 61 42 60 49 31 32 42 56 57 56 ND - North Dakota 1 5 1 1 0 5 1 2 2 1 NE - Nebraska 2 18 10 11 11 12 4 5 19 17 NH - New Hampshire 25 5 7 5 3 7 4 10 18 19 NJ - New Jersey 108 75 100 54 29 29 52 86 105 121 NM - New Mexico 1 4 5 3 3 3 3 5 8 3 NV - Nevada 5 3 7 5 6 6 10 14 19 20 NY - New York 97 61 104 112 40 41 68 77 81 89 OH - Ohio 95 38 59 34 37 37 34 30 55 49 OK - Oklahoma 10 1 6 1 2 4 6 7 9 9 OR - Oregon 23 11 11 7 7 8 10 10 9 10 PA - Pennsylvania 99 32 66 64 50 38 47 48 59 50 RI - Rhode Island 10 9 7 3 9 6 5 10 13 5 SC - South Carolina 16 10 16 25 9 10 11 15 12 11 SD - South Dakota 1 0 4 2 2 6 2 1 1 1 TN - Tennessee 21 10 16 16 12 9 10 19 15 17 TX - Texas 153 100 86 113 69 64 73 97 112 113 UT - Utah 16 17 7 11 7 6 12 10 28 25 VA - Virginia 48 32 35 51 27 29 37 40 51 29 VT - Vermont 6 2 1 1 2 0 0 0 0 0 WA - Washington 43 18 19 30 22 18 24 22 39 47 WI - Wisconsin 30 21 10 17 14 26 17 23 21 28 WV - West Virginia 2 2 4 2 2 2 0 2 1 0 WY - Wyoming 0 2 0 1 0 0 1 0 1 1 Not specified 3,544 1,814 1,690 1,495 1,023 836 747 702 243 0 Office of Institutional Research and Effectiveness 17
CRPS STUDENT DEMOGRAPHICS Chartered Retirement Plans Specialist SM or CRPS Program CRPS Totals 747 521 623 677 653 562 517 437 468 517 Gender Male 478 354 430 459 432 352 283 238 243 208 Female 200 119 115 153 137 132 132 111 104 119 Not specified 69 48 78 65 84 78 102 88 121 190 Age Range 20-25 0 0 0 0 0 0 3 1 4 2 26-30 1 0 1 5 5 10 12 18 28 10 31-35 15 11 9 17 33 17 19 21 16 13 36-40 37 20 18 18 23 26 29 19 18 8 41-45 46 22 23 25 17 26 24 14 14 13 46-50 57 40 25 20 24 30 23 15 17 13 51-55 38 24 25 17 31 18 25 14 12 8 56-60 28 14 13 21 16 12 17 12 7 5 61-65 16 8 6 9 11 11 10 6 4 5 66-70 12 9 10 5 0 4 5 1 0 1 71+ 9 4 1 2 2 1 0 0 0 1 Not specified 488 369 492 538 491 407 350 316 348 438 Race/Ethnicity Asian/Pacific Islander 2 1 2 1 2 3 4 3 4 1 Black/African-American 0 1 4 3 0 0 2 1 2 1 Hispanic Non-White 1 0 1 1 0 0 0 3 0 0 Hispanic White 3 1 0 4 5 2 1 3 3 3 Native American 0 1 1 0 0 0 0 1 1 0 White/Caucasian 63 34 42 61 56 45 53 62 84 52 More than one ethnicity 0 0 0 0 0 0 0 0 1 1 Not specified 678 483 573 607 590 512 457 364 373 459 Office of Institutional Research and Effectiveness 18
CRPS STUDENT DEMOGRAPHICS CRPS State AK - Alaska 0 1 0 1 0 3 1 1 1 0 AL - Alabama 2 3 2 2 10 6 1 2 3 8 AR - Arkansas 0 1 2 1 0 0 2 0 1 2 AZ - Arizona 4 3 3 2 6 2 3 7 10 10 CA - California 26 20 28 24 52 42 33 30 53 46 CO - Colorado 6 5 7 10 11 11 13 13 12 13 CT - Connecticut 4 7 5 12 3 8 5 5 5 8 DC - District of Columbia 1 1 1 0 1 0 4 2 1 0 DE - Delaware 1 1 0 0 1 0 0 0 0 0 FL - Florida 11 18 17 22 38 14 13 15 25 39 GA - Georgia 6 3 9 9 10 6 8 10 8 11 HI - Hawaii 5 2 2 1 1 2 3 0 4 4 IA - Iowa 3 0 2 3 1 3 1 3 4 4 ID - Idaho 0 0 0 3 2 2 3 0 1 1 IL - Illinois 14 13 14 21 19 13 14 11 17 23 IN - Indiana 6 1 3 8 13 3 8 4 7 17 KS - Kansas 2 3 1 1 5 2 1 5 7 4 KY - Kentucky 5 0 1 3 4 3 2 2 1 5 LA - Louisiana 1 0 3 4 3 3 3 1 0 7 MA - Massachusetts 15 6 10 12 9 8 15 10 14 18 MD - Maryland 11 6 15 8 4 7 3 9 12 11 ME - Maine 0 1 2 1 1 3 2 2 0 5 MI - Michigan 10 2 8 7 7 4 3 9 8 5 MN - Minnesota 3 4 3 2 3 6 7 7 6 8 MO - Missouri 7 6 2 2 8 6 5 6 8 8 MS - Mississippi 0 0 2 0 1 0 2 1 0 1 MT - Montana 0 1 0 2 0 0 1 0 2 2 NC - North Carolina 8 6 14 6 12 6 10 7 15 15 ND - North Dakota 0 3 0 0 1 1 1 0 1 1 NE - Nebraska 1 0 0 2 9 0 8 5 7 3 NH - New Hampshire 2 1 0 2 2 0 2 3 1 3 NJ - New Jersey 17 14 13 8 13 3 12 15 13 35 NM - New Mexico 1 0 0 0 0 0 0 1 2 3 NV - Nevada 2 1 0 1 1 4 0 2 3 2 NY - New York 22 15 15 20 20 21 29 22 29 53 OH - Ohio 19 9 9 16 8 15 14 10 25 25 OK - Oklahoma 4 1 1 0 3 3 1 3 1 3 OR - Oregon 3 3 4 4 3 2 2 2 7 2 PA - Pennsylvania 18 8 19 8 13 18 15 10 20 20 RI - Rhode Island 0 4 2 3 4 1 7 3 4 2 SC - South Carolina 4 1 2 3 3 2 4 3 3 2 SD - South Dakota 0 0 1 0 0 0 0 1 0 3 TN - Tennessee 6 1 3 4 7 7 5 9 3 8 TX - Texas 11 7 20 21 11 23 32 19 42 32 UT - Utah 0 0 4 1 4 3 1 1 3 4 VA - Virginia 7 6 7 5 11 2 8 11 16 12 VT - Vermont 0 1 1 1 1 0 0 2 2 0 WA - Washington 8 5 2 6 3 7 9 6 14 10 WI - Wisconsin 6 8 6 17 4 10 7 4 6 4 WV - West Virginia 1 0 0 0 1 2 0 0 2 3 WY - Wyoming 0 0 0 0 0 1 1 0 0 0 Not specified 464 319 358 388 306 274 193 143 39 12 Office of Institutional Research and Effectiveness 19
FFPN STUDENT DEMOGRAPHICS Foundations in Financial Planning SM or FFPN Program FFPN Totals 385 311 294 344 366 280 327 306 315 370 Gender Male 79 86 56 89 67 48 61 47 38 46 Female 300 211 232 251 283 215 221 225 235 242 Not specified 6 14 6 4 16 17 45 34 42 82 Age Range 20-25 0 0 0 0 1 2 2 4 9 5 26-30 4 2 3 4 7 4 23 19 18 6 31-35 20 9 9 7 12 13 14 10 10 9 36-40 15 8 7 8 9 6 14 9 13 3 41-45 12 9 4 8 10 10 8 16 8 1 46-50 16 10 4 9 10 5 10 3 7 6 51-55 17 8 9 8 8 7 7 6 6 3 56-60 11 5 6 2 7 8 1 7 6 3 61-65 11 6 5 3 2 0 3 5 1 0 66-70 3 4 1 0 2 0 1 0 0 0 71+ 1 0 0 0 0 0 0 0 0 0 Not specified 275 250 246 295 298 225 244 227 237 334 Race/Ethnicity Asian/Pacific Islander 0 1 0 1 0 0 0 1 1 1 Black/African-American 1 0 1 2 0 1 0 4 4 0 Hispanic Non-White 0 0 1 1 1 1 1 0 3 0 Hispanic White 0 2 1 3 1 0 0 4 3 1 Native American 0 0 0 0 0 0 0 0 0 2 White/Caucasian 27 18 21 27 40 28 50 51 55 32 More than one ethnicity 0 0 0 0 0 0 0 0 0 0 Not specified 357 290 270 310 324 250 276 246 249 334 Office of Institutional Research and Effectiveness 20
FFPN STUDENT DEMOGRAPHICS FFPN State AK - Alaska 0 0 0 0 1 0 1 1 3 1 AL - Alabama 0 0 1 2 3 1 1 2 2 3 AR - Arkansas 0 0 0 0 0 0 0 1 2 1 AZ - Arizona 3 0 5 2 6 4 4 1 9 8 CA - California 3 1 5 10 5 13 12 19 29 35 CO - Colorado 7 2 1 5 9 4 10 14 8 10 CT - Connecticut 1 1 2 0 3 2 1 1 4 4 DC - District of Columbia 0 0 0 0 0 0 0 5 2 8 DE - Delaware 0 0 0 0 0 0 0 0 0 0 FL - Florida 8 4 7 3 13 5 5 9 9 12 GA - Georgia 3 1 0 0 2 2 3 4 6 6 HI - Hawaii 0 0 0 0 0 1 1 0 1 0 IA - Iowa 0 0 1 5 1 1 3 5 6 5 ID - Idaho 1 0 1 2 0 3 0 1 1 3 IL - Illinois 5 3 7 7 9 5 7 7 8 16 IN - Indiana 2 1 3 1 4 3 9 7 5 6 KS - Kansas 0 1 1 2 1 2 3 1 2 0 KY - Kentucky 0 1 0 0 2 1 0 0 4 5 LA - Louisiana 0 0 0 0 0 2 1 0 4 1 MA - Massachusetts 2 2 3 4 4 2 4 5 8 11 MD - Maryland 3 3 1 4 4 2 6 6 5 9 ME - Maine 1 0 2 1 2 4 2 2 3 3 MI - Michigan 4 2 3 4 2 4 5 5 3 9 MN - Minnesota 1 2 1 4 4 1 6 6 7 8 MO - Missouri 0 2 2 3 3 1 6 4 6 5 MS - Mississippi 0 0 0 0 0 2 1 1 0 0 MT - Montana 0 1 3 3 0 3 0 3 1 4 NC - North Carolina 7 2 5 5 1 8 2 5 5 7 ND - North Dakota 0 1 0 0 2 1 0 0 0 0 NE - Nebraska 0 1 1 2 1 2 3 2 3 6 NH - New Hampshire 1 0 1 0 3 1 2 0 2 3 NJ - New Jersey 2 3 0 4 1 3 2 2 5 5 NM - New Mexico 0 0 0 1 0 0 0 1 0 0 NV - Nevada 2 0 0 1 1 0 4 0 1 2 NY - New York 8 2 5 3 3 5 7 9 13 28 OH - Ohio 3 2 3 3 12 8 4 11 19 16 OK - Oklahoma 0 0 0 0 0 0 1 0 2 3 OR - Oregon 0 2 0 1 0 2 4 4 9 3 PA - Pennsylvania 0 6 3 9 6 8 8 12 10 16 RI - Rhode Island 0 1 0 0 0 0 1 0 1 1 SC - South Carolina 3 1 1 1 3 2 2 6 0 6 SD - South Dakota 0 1 4 0 0 0 0 0 1 3 TN - Tennessee 3 0 0 1 3 1 2 5 6 7 TX - Texas 4 4 2 5 4 6 7 5 8 15 UT - Utah 0 0 1 1 1 2 1 2 2 2 VA - Virginia 4 1 3 3 3 5 4 14 16 24 VT - Vermont 1 1 0 0 0 2 2 1 5 5 WA - Washington 1 1 6 0 4 5 2 10 10 7 WI - Wisconsin 0 0 1 1 1 1 6 3 8 8 WV - West Virginia 0 0 3 3 2 0 4 3 0 0 WY - Wyoming 0 0 0 0 0 0 1 0 1 0 Not specified 302 255 206 238 237 150 167 101 50 30 Office of Institutional Research and Effectiveness 21
LUTCF STUDENT DEMOGRAPHICS Life Underwriter Training Council Fellow SM or LUTCF Program LUTCF Totals 72 193 257 Gender Male 44 107 167 Female 28 82 84 Not specified 0 4 6 Age Range 20-25 1 1 2 26-30 1 7 5 31-35 3 9 10 36-40 0 4 3 41-45 2 2 2 46-50 4 2 5 51-55 0 3 5 56-60 2 3 2 61-65 0 1 1 66-70 1 0 0 71+ 0 0 1 Not specified 58 161 221 Race/Ethnicity Asian/Pacific Islander 0 0 1 Black/African-American 0 2 3 Hispanic Non-White 1 0 0 Hispanic White 0 2 1 Native American 0 0 0 White/Caucasian 10 24 30 More than one ethnicity 0 0 1 Not specified 61 165 221 Office of Institutional Research and Effectiveness 22
LUTCF STUDENT DEMOGRAPHICS LUTCF State AK - Alaska 0 1 0 AL - Alabama 1 1 0 AR - Arkansas 0 0 1 AZ - Arizona 0 13 23 CA - California 2 8 7 CO - Colorado 0 1 4 CT - Connecticut 4 4 4 DC - District of Columbia 0 0 0 DE - Delaware 5 2 0 FL - Florida 4 3 0 GA - Georgia 0 2 4 HI - Hawaii 0 0 0 IA - Iowa 0 7 17 ID - Idaho 0 0 0 IL - Illinois 4 5 4 IN - Indiana 1 2 0 KS - Kansas 0 6 15 KY - Kentucky 1 0 1 LA - Louisiana 0 0 0 MA - Massachusetts 0 2 2 MD - Maryland 0 0 2 ME - Maine 0 2 3 MI - Michigan 0 2 1 MN - Minnesota 2 4 4 MO - Missouri 0 3 1 MS - Mississippi 0 0 1 MT - Montana 0 0 0 NC - North Carolina 3 4 10 ND - North Dakota 2 2 0 NE - Nebraska 1 4 14 NH - New Hampshire 3 5 4 NJ - New Jersey 0 5 4 NM - New Mexico 0 4 0 NV - Nevada 0 0 2 NY - New York 3 16 2 OH - Ohio 0 1 3 OK - Oklahoma 0 1 3 OR - Oregon 0 0 1 PA - Pennsylvania 1 1 5 RI - Rhode Island 0 0 0 SC - South Carolina 0 3 6 SD - South Dakota 2 3 1 TN - Tennessee 1 1 4 TX - Texas 4 3 2 UT - Utah 1 4 6 VA - Virginia 2 2 5 VT - Vermont 0 0 2 WA - Washington 0 1 1 WI - Wisconsin 1 2 7 WV - West Virginia 0 0 0 WY - Wyoming 0 0 6 Not specified 24 63 75 Office of Institutional Research and Effectiveness 23
CFP STUDENT DEMOGRAPHICS CFP Certification Professional Education Program CFP Program Totals 2,350 1,523 1,736 2,933 2,608 1,863 1,806 2,853 2,984 2,902 Gender Male 1,262 655 805 1,835 1,516 1,093 999 1,377 1,221 1,165 Female 471 260 293 512 412 300 312 449 468 422 Not specified 617 608 638 586 680 470 495 1,027 1,295 1,315 Age Range 20-25 0 0 0 0 0 0 0 14 37 73 26-30 0 0 3 6 15 23 42 84 89 122 31-35 37 11 24 60 44 48 64 79 96 93 36-40 52 24 31 55 48 37 41 57 80 64 41-45 34 18 16 39 31 19 36 47 65 44 46-50 38 18 14 46 43 13 34 43 58 49 51-55 16 14 17 24 31 22 23 37 39 33 56-60 13 13 19 20 18 19 12 22 30 18 61-65 13 4 2 9 8 11 5 11 4 6 66-70 3 4 0 7 6 1 2 4 5 5 71+ 2 1 0 4 3 2 1 1 2 0 Not specified 2,142 1,416 1,610 2,663 2,361 1,668 1,546 2,454 2,479 2,395 Race/Ethnicity Asian/Pacific Islander 0 4 5 5 4 6 7 11 16 26 Black/African-American 5 3 0 6 4 2 5 6 12 20 Hispanic Non-White 2 0 1 1 1 1 1 3 5 4 Hispanic White 1 2 3 6 2 7 6 14 20 33 Native American 0 0 0 1 0 0 1 1 2 1 White/Caucasian 72 38 73 146 118 98 130 231 314 358 More than one ethnicity 0 0 1 1 0 0 2 1 2 2 Not specified 2,270 1,476 1,653 2,767 2,479 1,749 1,654 2,586 2,613 2,458 Office of Institutional Research and Effectiveness 24
CFP STUDENT DEMOGRAPHICS CFP State AK - Alaska 0 0 2 1 5 2 1 4 3 2 AL - Alabama 7 1 2 12 11 4 9 17 28 31 AR - Arkansas 2 2 2 2 4 8 7 10 8 12 AZ - Arizona 17 13 34 35 25 38 27 38 89 85 CA - California 47 32 47 104 110 86 110 169 299 336 CO - Colorado 35 17 25 30 44 42 55 79 105 103 CT - Connecticut 10 4 2 14 14 18 13 49 70 65 DC - District of Columbia 0 0 1 4 2 3 7 13 13 17 DE - Delaware 6 2 0 0 1 1 3 4 14 7 FL - Florida 31 20 29 56 67 71 82 172 218 233 GA - Georgia 8 7 14 34 24 13 24 43 89 84 HI - Hawaii 4 2 1 6 3 2 4 14 8 8 IA - Iowa 5 2 5 20 13 9 4 9 13 14 ID - Idaho 1 1 3 15 2 0 1 4 7 10 IL - Illinois 20 11 27 48 42 31 36 68 93 115 IN - Indiana 8 11 13 31 30 19 27 36 42 59 KS - Kansas 6 3 4 11 15 4 5 12 13 24 KY - Kentucky 8 3 1 17 7 8 6 19 14 15 LA - Louisiana 1 2 3 11 5 3 15 21 26 16 MA - Massachusetts 21 10 5 23 14 15 16 42 61 65 MD - Maryland 13 8 12 19 16 27 21 29 48 67 ME - Maine 5 5 6 0 1 4 2 3 7 9 MI - Michigan 21 8 24 32 25 26 28 42 65 68 MN - Minnesota 21 6 13 26 28 12 13 24 34 40 MO - Missouri 8 9 15 46 33 21 23 40 39 47 MS - Mississippi 0 0 3 6 6 4 2 1 7 9 MT - Montana 2 2 2 6 4 3 5 2 7 6 NC - North Carolina 23 17 19 32 39 28 38 56 98 99 ND - North Dakota 3 0 3 0 3 1 2 2 7 2 NE - Nebraska 2 0 2 5 7 4 5 13 7 10 NH - New Hampshire 8 2 3 7 9 4 2 12 14 12 NJ - New Jersey 9 9 9 40 24 23 38 65 114 140 NM - New Mexico 2 1 1 5 1 1 0 10 10 14 NV - Nevada 2 2 3 9 10 8 10 14 15 11 NY - New York 41 10 18 38 46 36 48 131 198 237 OH - Ohio 21 15 10 35 28 27 25 47 83 93 OK - Oklahoma 5 4 8 16 6 5 7 18 17 21 OR - Oregon 3 3 15 16 10 10 7 22 14 19 PA - Pennsylvania 15 8 9 30 25 27 30 51 108 92 RI - Rhode Island 1 1 1 2 4 0 3 7 9 12 SC - South Carolina 2 5 7 13 12 12 13 22 36 43 SD - South Dakota 3 3 0 8 4 1 1 1 2 3 TN - Tennessee 5 5 11 15 17 13 17 25 33 41 TX - Texas 54 21 47 84 80 40 71 121 163 236 UT - Utah 0 6 5 14 7 6 11 12 19 16 VA - Virginia 27 6 19 35 22 10 14 48 68 72 VT - Vermont 2 0 0 2 1 2 0 2 4 4 WA - Washington 40 31 46 53 40 36 42 54 66 65 WI - Wisconsin 10 6 7 21 25 10 17 18 30 21 WV - West Virginia 0 0 2 4 4 0 1 2 2 4 WY - Wyoming 0 2 1 3 1 0 0 0 1 2 Not specified 1,765 1,185 1,195 1,837 1,632 1,085 858 1,136 446 86 Office of Institutional Research and Effectiveness 25
GRADUATE STUDENT DEMOGRAPHICS Graduate Degree Programs Program Totals 174 103 95 109 112 113 122 56 59 103 Gender Male 79 41 48 61 76 61 65 30 32 69 Female 31 19 17 13 22 27 24 6 11 21 Not specified 64 43 30 35 14 25 33 20 16 13 Age Range 20-25 0 0 0 0 0 0 1 0 0 0 26-30 0 0 0 0 1 2 5 1 4 9 31-35 3 0 0 1 1 5 7 3 1 8 36-40 5 3 3 1 3 4 7 5 3 7 41-45 0 1 2 3 3 2 3 3 2 3 46-50 3 1 4 5 2 7 4 1 4 3 51-55 5 4 1 4 1 4 3 5 1 3 56-60 4 0 4 2 5 1 3 1 0 5 61-65 0 3 0 3 1 1 0 0 0 1 66-70 0 0 0 1 1 0 0 0 2 0 71+ 0 0 0 0 0 0 1 0 0 0 Not specified 154 91 81 89 94 87 88 37 42 64 Race/Ethnicity Asian/Pacific Islander 0 0 0 0 1 0 3 0 0 1 Black/African-American 0 0 0 1 0 1 2 0 1 1 Hispanic Non-White 0 0 0 0 0 0 0 2 0 1 Hispanic White 3 0 0 1 0 2 0 0 1 1 Native American 0 0 0 1 0 0 0 0 0 0 White/Caucasian 12 7 9 14 8 18 18 13 14 29 More than one ethnicity 0 0 0 0 0 0 0 0 0 0 Not specified 159 96 86 92 103 92 99 41 43 70 Office of Institutional Research and Effectiveness 26
GRADUATE STUDENT DEMOGRAPHICS GDP State AK - Alaska 0 0 0 0 1 1 0 0 0 0 AL - Alabama 1 0 3 1 0 1 0 0 0 1 AR - Arkansas 0 0 1 0 0 0 1 1 0 1 AZ - Arizona 4 2 5 7 11 8 13 3 3 5 CA - California 9 1 9 10 13 15 14 2 7 14 CO - Colorado 8 3 2 6 8 5 6 3 6 8 CT - Connecticut 2 1 2 1 1 3 3 1 1 0 DC - District of Columbia 0 0 0 0 0 0 1 0 0 0 DE - Delaware 0 0 0 0 0 0 2 0 0 1 FL - Florida 4 4 6 6 5 4 6 5 4 7 GA - Georgia 4 2 1 2 1 4 3 1 1 1 HI - Hawaii 1 1 0 0 0 0 0 0 0 0 IA - Iowa 1 0 1 0 0 2 0 0 0 2 ID - Idaho 0 1 1 1 1 1 1 0 1 0 IL - Illinois 5 5 4 3 9 6 3 1 1 9 IN - Indiana 3 0 0 1 3 0 2 0 0 2 KS - Kansas 2 0 2 1 1 1 0 2 1 1 KY - Kentucky 1 1 0 3 0 1 1 0 0 0 LA - Louisiana 0 0 1 1 1 2 4 2 0 0 MA - Massachusetts 4 1 0 2 0 1 2 3 1 1 MD - Maryland 6 3 2 1 4 6 1 0 1 6 ME - Maine 0 1 0 1 1 1 1 1 0 0 MI - Michigan 4 2 3 1 0 2 2 0 1 1 MN - Minnesota 5 0 1 2 0 1 1 1 3 2 MO - Missouri 1 0 2 2 1 1 1 2 1 3 MS - Mississippi 0 0 0 0 0 0 0 0 1 0 MT - Montana 1 3 0 0 2 1 1 0 0 1 NC - North Carolina 2 4 1 1 2 3 0 1 1 0 ND - North Dakota 1 0 0 1 0 0 0 0 0 0 NE - Nebraska 0 0 3 1 0 0 1 0 0 0 NH - New Hampshire 1 1 3 0 0 0 0 1 2 0 NJ - New Jersey 6 3 1 4 1 2 6 2 2 1 NM - New Mexico 3 0 0 1 0 1 1 0 1 0 NV - Nevada 0 0 3 0 1 4 2 0 0 0 NY - New York 5 7 4 4 2 5 6 1 4 1 OH - Ohio 3 2 2 4 6 5 3 4 3 2 OK - Oklahoma 0 0 0 0 0 1 2 1 0 0 OR - Oregon 1 1 1 0 3 2 0 0 1 1 PA - Pennsylvania 4 4 2 5 5 4 5 1 2 3 RI - Rhode Island 0 0 0 0 0 0 0 0 0 1 SC - South Carolina 1 3 2 1 0 1 0 1 0 2 SD - South Dakota 0 0 0 0 0 2 0 0 0 1 TN - Tennessee 2 2 1 6 3 1 3 0 0 1 TX - Texas 7 2 7 6 10 6 5 8 6 12 UT - Utah 0 0 0 0 4 1 0 1 1 2 VA - Virginia 2 1 2 1 5 1 6 4 2 6 VT - Vermont 0 0 0 0 0 0 1 0 0 0 WA - Washington 4 0 2 1 2 5 8 2 0 1 WI - Wisconsin 2 2 0 4 4 0 1 1 0 1 WV - West Virginia 0 0 0 1 0 0 0 0 0 0 WY - Wyoming 0 0 0 0 0 0 1 0 0 0 Not specified 64 40 15 16 1 2 2 0 1 2 Office of Institutional Research and Effectiveness 27
PROGRAM GRADUATES Program Graduates The following tables show the number of graduates who started in the fiscal years shown. Professional Designation Programs AAMS 1,053 634 965 1,057 552 482 514 575 572 ADPA N/A 26 80 114 170 136 70 62 16 APMA N/A N/A 52 167 167 140 171 257 291 AWMA 210 173 197 132 111 174 230 316 303 CMFC 274 153 112 80 123 120 99 74 52 CRPC 3,874 2,155 2,219 1,930 1,342 1,189 1,295 1,375 1,462 CRPS 516 370 423 415 428 359 341 313 353 FFPN 258 214 203 232 225 189 219 249 262 LUTCF N/A N/A N/A N/A N/A N/A N/A 38 98 CFP Certification Professional Education Program CFP Program 761 562 663 968 676 400 474 Graduate Degree Programs 3-year graduates 65 44 38 40 46 4-year graduates 72 53 42 52 52 5-year graduates 80 56 51 56 55 Office of Institutional Research and Effectiveness 28
RETENTION RATES Retention, Persistence, and Graduation Rates Retention Rates The retention rates include admitted students who enrolled during a given time (such as a certain fiscal year) and successfully completed two courses. Graduate Degree Program Retention Rates CFP Certification Professional Education Program Retention Rates LUTCF Program Retention Rates Office of Institutional Research and Effectiveness 29
PERSISTENCE RATES Persistence Rates Since the persistence rates are showing students who enrolled during a given time (such as a certain fiscal year) and successfully completed four courses, the most recent date shown is because students who enrolled in fiscal years and are still in the process of completing courses. Graduate Degree Program Persistence Rates CFP Certification Professional Education Program Persistence Rates Office of Institutional Research and Effectiveness 30
GRADUATION AND PASS RATES Graduation Rates and Exam Pass Rates Since students have five years to complete their graduate program, the most recent date shown is because students who enrolled in fiscal years through are still in the process of completing courses. Graduate Degree Program Graduation Rates Since students have three years to complete their CFP program, the most recent date shown is because students who enrolled in fiscal years through are still in the process of completing courses. CFP Certification Professional Education Program Graduation Rates Office of Institutional Research and Effectiveness 31
GRADUATION AND PASS RATES Accredited Asset Management Specialist SM or AAMS Program Accredited Domestic Partnership Advisor SM or ADPA Program Accredited Portfolio Management Advisor SM or APMA Program Office of Institutional Research and Effectiveness 32
GRADUATION AND PASS RATES Accredited Wealth Management Advisor SM or AWMA Program Chartered Mutual Fund Counselor SM or CMFC Program Chartered Retirement Planning Counselor SM or CRPC Program Office of Institutional Research and Effectiveness 33
GRADUATION AND PASS RATES Chartered Retirement Plans Specialist SM or CRPS Program Foundations in Financial Planning SM or FFPN Program Life Underwriter Training Council Fellow SM or LUTCF Program Office of Institutional Research and Effectiveness 34