Center for Financial Planning Design Summit Brings Together Experts to Advance the Financial Planning Profession

Categories: Press Release

Group looks at initiatives and projects, develops direction for new effort Certified Financial Planner Board of Standards’ (CFP Board) Center for Financial Planning recently convened an historic Design Summit to discuss the future of the financial planning profession with 42 distinguished thought leaders in the areas of financial planning, workforce development, diversity and academia. The …

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Marilyn Mohrman-Gillis Named First Executive Director of the CFP Board Center for Financial Planning

Categories: Press Release

Charles Chaffin Appointed to Newly Formed Center Position of Director of Academic Home Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced Marilyn Mohrman-Gillis as the first Executive Director of the recently formed CFP Board Center for Financial Planning, where she will lead a profession-wide effort to build a more diverse and sustainable …

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