First Name
Last Name
Current Employer
Work Phone
Cell Phone
Email Address
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
Zip Code
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
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Male
Female
How do you identify?
He/Him
She/Her
They/Them
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
Employment Status
Employed Full-Time
Employed Part-Time
Seeking Opportunities
Retired
Student
Military
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Ethnicity
White/Caucasian
Hispanic/Latino
Black/African American
Native American/American Indian
Native Hawaiian/Pacific Islander
Asian
Other
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Military Status
Active
No Military
Veteran
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Military Branch
Army
Marine Corps
Navy
Air Force
Space Force
Coast Guard
National Guard
Why is becoming a financial planner important to your future career plans?
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What are your goals in financial planning?
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How will the CFP® mark help you grow?
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