Center’s 2016 Annual Report Highlights Successful First Year

Categories: Other

The CFP Board Center for Financial Planning is proud to present the 2016 Annual Report. Our inaugural Annual Report highlights the exciting programs and initiatives launched during the Center’s first year and the significant progress the Center has made in each of its three focus areas: Workforce Development: Attracting and developing the next generation of …

Continue Reading

CFP Board Center for Financial Planning Announces Scholarship Award Winners for CFP Board Registered Programs

Categories: Press Release

The Center for Financial Planning announced today the recipients of the Milton Stern Scholarship and the Deena-Jo Heide Diesslin Scholarship Fund. The Milton Stern Scholars Fund scholarship is a $5,000 award granted to individuals residing in Connecticut, New Jersey, or New York, who are pursuing a certificate program in financial planning and demonstrate financial need. …

Continue Reading

CFP Board Center for Financial Planning Launches New Campaign to Inspire Future Generation of Financial Planners

Categories: Press Release

Educational campaign aimed at raising awareness of financial planning as a career The CFP Board Center for Financial Planning yesterday kicked-off its groundbreaking “I am a CFP® Pro” educational campaign to inspire young people – specifically women and people of color – to consider a career in financial planning. “The financial planner workforce needs to …

Continue Reading

David Canter of Fidelity to Run in 2017 Boston Marathon on Behalf of CFP Board Center for Financial Planning

Categories: Press Release

Funds Raised Will Support Center Activities to Create a More Diverse Financial Planning Profession The work of CFP Board’s Center for Financial Planning to create a younger, more diverse financial planning profession is a marathon, not a sprint. To that end, Fidelity’s David Canter will be running in the Boston Marathon on April 17 to raise …

Continue Reading

Eleanor Blayney, CFP® to Serve as Special Adviser on Gender Diversity for the CFP Board Center for Financial Planning

Categories: Press Release

The CFP Board Center for Financial Planning today announced that Eleanor Blayney, CFP® is the new Special Adviser on Gender Diversity, a role in which she will continue to build upon the Center’s Women’s Initiative (WIN) and provide valuable guidance on its other initiatives to increase racial, ethnic and generational diversity within the financial planning …

Continue Reading

CFP Board Center for Financial Planning Announces Best Paper Award Winners

Categories: Press Release

Winning papers recognized, presented at inaugural Academic Research Colloquium The CFP Board Center for Financial Planning is pleased to announce the recipients of the 2017 Best Paper Awards that were presented during the Center’s inaugural Academic Research Colloquium. “The Colloquium showcased vibrant, cutting-edge research on financial planning and related disciplines from the U.S. and around …

Continue Reading

CFP Board Center for Financial Planning Announces Merrill Lynch as Event Sponsor of the 2017 Academic Research Colloquium

Categories: Press Release

Merrill Lynch also to sponsor Student Best Paper Award The CFP Board Center for Financial Planning is pleased to announce Merrill Lynch as the event sponsor of this week’s Academic Research Colloquium for Financial Planning and Related Disciplines. The event is at the Renaissance Arlington Capital View Hotel in Arlington, Va. on February 7 – …

Continue Reading

CFP Board, University of Illinois Offer Free, Online Financial Planning Course

Categories: Other

Offered through Coursera, course provides an introduction for both consumers and those interested in a career in financial planning Young adults and others who resolve to be financially prepared for 2017 and beyond can take a free, online financial planning course at their convenience. Now open for registration, the course provides an introduction to financial …

Continue Reading

Exploring the Future of Digital Financial Advice: New Findings from CFP Board, Financial Services and Technology Leaders

Categories: Press Release

Scenario Planning Reveals Four Potential Paths for Revolution of Financial Advice The CFP Board Center for Financial Planning today announced the findings of its blue-ribbon panel of experts who explored the future impacts of digital advice on the financial planning profession. Known as the Digital Advice Working Group, thought leaders and senior executives from the …

Continue Reading

CFP Board Center for Financial Planning Announces Keynote Speakers for Inaugural Academic Research Colloquium

Categories: Press Release

The CFP Board Center for Financial Planning is bringing together some of the best and brightest researchers, educators, and thought leaders as keynote speakers for its inaugural 2017 Academic Research Colloquium for Financial Planning and Related Disciplines. The event – a forum to gather, share and showcase relevant research within financial planning and related disciplines …

Continue Reading

CFP Board Center for Financial Planning Partners with Rock the Street, Wall Street to Introduce Financial Planning Careers to High School Girls

Categories: Press Release

The CFP Board Center for Financial Planning and Rock the Street, Wall Street are partnering to narrow the gender gap in financial planning with programs for girls in high school, introducing them to careers in financial planning by teaching lifelong financial skills. Rock the Street, Wall Street (RTSWS) is a non-profit organization dedicated to equipping …

Continue Reading