On May 7, 2024, CFP Board hosted a webinar update on CFP Board’s Client Impact Study, which will, over at least 10 years, track and report the impact of holistic financial planning by following and measuring the financial well-being of participants, capturing national economic cycles, household financial and life events and their aftermath. Hosted by CFP Board’s Managing Director of Research, Kevin Roth, Ph.D., the webinar featured the research team — J. Michael Collins, Ph.D., Stuart Heckman, Ph.D., CFP®, Emily Koochel, Ph.D. and Sonya Lutter, Ph.D., CFP® — who reviewed the goals of the study, recapped feedback received during a previous webinar introducing the study, and shared updates on the study’s progress to date. Participants had the opportunity to ask questions of the research team and provide input about the study.