State of Financial Coaching and Counseling Study
The State of Financial Coaching and Counseling Benchmarking Survey represents an important initiative to understand the financial coaching and counseling profession.
This survey seeks to support professional growth and development by highlighting successful practices and operational strategies.
Learn MoreCheck Out The Latest Insights and Past Years' DataÂ
Paid access to the State of Financial Coaching Survey Data Hub includes 1 year of exploring the latest insights and previous years' results.
Get Access NowParticipate in Next Year's Survey
Sign up to be notified when the survey goes live each year.
No spam.
(Because we hate spam, too, except when it's wrapped in seaweed with rice and we're enjoying it on a beach in Hawaii.)
Get the Inside Look at Coaching Trends
Unlock a full year of access to survey results inside a private State of Financial Coaching Survey Data Hub.
Get Access Now!
1 Year of Exploring
Your purchase includes 365 days (12 months) of access to everything in the hub.
Latest Insights & Past Results
Explore key findings and detailed results from past years' surveys. New insights from the current study are added when they’re ready.
Want Free Access?Â
Fill out the annual survey to get free access through the next survey cycle. It’s our way of saying thanks for helping the profession grow.
FCN’s Annual State of Financial Counseling/Coaching Survey analyzes benchmarks and successful practices in the industry.
The profession of financial counseling or coaching has a lot of flexibility when working with clients. This variability leads to a lot of confusion for new and experienced counselors as they navigate their personal careers. This hub summarizes the key findings from the State of Financial Coaching/Counseling Benchmarking Survey and trends through the years. Â
Please participate annually in this important study. Your participation helps create a clearer picture of the profession and supports better conversations across the financial coaching and counseling community.
Â
Participant Information
Anyone who provides financial coaching or counseling services is invited to complete the survey.Â
Timing
The survey is now open in the fall, starting in September and ending in November. The first two years, the survey was open around tax season.Â
Topics Covered
The survey typically includes questions covering:
- Demographics and other info about the coach
- Salary and Income
- Trainings and Certifications
- Business / Career Setup
- Finding Clients
- Working with Clients
- Services Offered
- Business Goals, Profitability and Expenses
- Communications
- Technology
