The CFP Board Center for Financial Planning seeks to build capacity for the financial planning profession by creating a sustainable supply of new and more diverse financial planners to replace the retiring workforce, and by building an academic home that offers opportunities for conducting and publishing new research, adding to the financial planning body of knowledge.

mission and vision

Research And Resources

The Center will conduct research on issues affecting the financial planning profession and serve as a resource for educators, practitioners, researchers, financial services firms and the public.

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Workforce Development

The Center will attract and develop the next generation of financial planners to replace the retiring workforce.

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The Diversity Initiative will address the lack of gender and racial diversity within the profession so that it can meet the growing and increasingly diverse needs of the American consumer.

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Academic Home & Body of Knowledge

The Academic Home will offer opportunities for conducting, showcasing and publishing new research, adding to the financial planning body of knowledge.

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News + Announcements

News + Announcements

Get Involved

The challenges facing the financial planning profession are larger than any one organization or firm can tackle on their own and require a unified approach across all corners of the profession. Learn how you can be a part of the Center for Financial Planning and its efforts to build a 21st century financial planner workforce.



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