Center for Financial Planning Releases Design Summit Proceedings Detailing Challenges, Opportunities and New Initiatives

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Center to undertake programs to advance a diverse and sustainable financial planning profession In a proceedings report memorializing its January 2016 Design Summit, the Certified Financial Planner Board of Standards’ (CFP Board) Center for Financial Planning announced the ambitious agenda of initiatives it will undertake to address the challenges resulting from a financial planning workforce …

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CFP Board Center for Financial Planning, TD Ameritrade Institutional Announce First Academic Research Award for Behavioral Finance

Categories: Press Release

The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced the first in a series of Best Papers Awards that will be presented at the Center’s inaugural Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C. on February 7-9, 2017. The TD Ameritrade Institutional Best Paper Award for …

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CFP Board Center for Financial Planning Addresses the Gender Gap in Financial Planning with New Mentorship Program

Categories: Press Release

The Certified Financial Planner Board of Standards, Inc. (CFP Board) Center for Financial Planning today announced a new mentorship program, known as WIN-to-WIN, that aims to address the lack of women in the financial planning profession by pairing women seeking CFP® certification with CFP® professionals who will help them through the certification process. “The fact …

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