Email Address

First Name

Last Name

Work Phone

Cell Phone

Organization

Address 1

Address 2

City

State AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

Highest degree earned GED or alternative credential Bachelor's degree Master's degree Professional degree beyond bachelor's degree Doctorate degree Other certification

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Gender Other Prefer not to answer Male Female

How do you identify? He/Him She/Her They/Them

What is your age? 18-24 years old 25-34 years old 35-44 years old 45-54 years old 55-64 years old 65-74 years old 75 years or older

What is your current employment status? Employed Full-Time Employed Part-Time Seeking Opportunities Retired Student Military Prefer not to say

Please specify your ethnicity. White/Caucasian Hispanic/Latino Black/African American Native American/American Indian Native Hawaiian/Pacific Islander Asian Other

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Why is becoming a financial planner important to your future career plans?

What are your goals in financial planning?

How will the CFP® mark help you grow?

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