Education Survey Analysis

Subsetting Data for Analysis

Functions

Learning Preferences

Found 4 columns matching prefix: x1_asset_accumulation_planning 

Found 4 columns matching prefix: x2_retirement_distribution 

Found 4 columns matching prefix: x3_tax_mitigation_and_management_strategies 

Found 4 columns matching prefix: x4_investment_management_and_portfolio_construction 

Found 4 columns matching prefix: x5_estate_planning_analysis_review_and_recommended_adjustments 

Found 4 columns matching prefix: x6_higher_education_planning 

Found 4 columns matching prefix: x7_employer_sponsored_retirement_plan_management 

Found 4 columns matching prefix: x8_high_net_worth_and_ultra_high_net_worth_planning 

Found 4 columns matching prefix: x9_advanced_planning_strategies 

Most Challenging Aspects of ICP Learning and Training

Preferred Topics, aspects of ICP Learners that can benefit from additional training (specific to self-paced courses)

[1] "What format do you prefer within self-paced courses? Select all that apply."

Preferred Learning Formats ICP Members Such as Length

Self-Paced Course Preferences and Challenges

Current Training for ICP Advisors in the Industry