Vision

Every American has access to competent and ethical financial planning advice.

Mission

Create a more diverse and sustainable financial planning profession.

Areas of Focus

The Center’s focus will be to conduct research, convene forums and support initiatives in three key areas:

  1. Workforce Development: Attract and develop the next generation of financial planners to replace the retiring workforce. These efforts will build upon CFP Board’s existing work to connect employers with skilled and competent financial planning professionals through the CFP Board Career Center.
  2. Diversity: Address the lack of diversity within the financial planning profession so that it can mirror the population that it serves and meet the growing and increasingly diverse needs of the American consumer. These efforts will build on CFP Board’s existing Women’s Initiative.
  3. Academic Home: Build an academic home with the goals of advancing the profession’s body of knowledge and supporting more qualified faculty who will deliver job-ready talent from top colleges and universities.