CFP Board Career Center’s Inaugural Online Career Fair Offers Employers, Job Seekers an Opportunity for Real-Time Connections

Categories: Press Release

Certified Financial Planner Board of Standards’ (CFP Board) Career Center is offering CFP® professionals, financial planning students and others seeking employment in the financial planning profession an opportunity to meet with firms of all business models through its inaugural CFP Board Online Career Fair, September 13, 1-4pm ET. “Attracting and developing the next generation of …

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CFP Board Center for Financial Planning Expands Profession’s Body of Knowledge with New Wiley Book Series

Categories: Press Release

First Book Will Offer Communications Essentials for Financial Planners The CFP Board Center for Financial Planning is expanding the body of knowledge for financial planning with a new series of books for faculty, students, practitioners, and researchers who work within the profession or discipline of financial planning. The series, published by John Wiley & Sons, …

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Northwestern Mutual to Serve as Founding Sponsor of CFP Board Center for Financial Planning

Categories: Press Release

Sponsorship will support Center’s work to advance financial planning profession   Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that Northwestern Mutual will serve as a founding sponsor of the CFP Board Center for Financial Planning.   “We are very grateful for Northwestern Mutual’s support of key initiatives that will advance the …

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

Categories: Press Release

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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CFP Board Center for Financial Planning to Collaborate with Columbia’s School of Professional Studies to offer Financial Planning Teaching Program

Categories: Press Release

The CFP Board Center for Financial Planning today announced a collaboration with Columbia School of Professional Studies to offer a five-day teaching certificate, starting in August, 2016. The classroom-based program is designed for faculty who teach finance and/or accounting as well as for CFP® professionals who desire to become adjunct faculty in a CFP Board …

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Bridgewater Advisors and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

Categories: Press Release

The CFP Board Center for Financial Planning, in conjunction with Bridgewater Advisors and the family of Milton Stern, CFP®, today announced that a new scholarship is available for residents of New York, Connecticut or New Jersey who are seeking to attain CERTIFIED FINANICAL PLANNER™ certification. The Milton Stern Scholars Fund will cover up to $5,000 …

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CFP Board Center for Financial Planning Announces Call for Papers and First-Ever Global Financial Planning Research Colloquium

Categories: Press Release

The CFP Board Center for Financial Planning today announced a Call for Papers that will be presented at the first-ever global Academic Research Colloquium for Financial Planning and Related Disciplines to take place in Washington, D.C. on February 7-9, 2017. Along with the Canadian-based Financial Planning Standards Council and the international association, Financial Planning Standards …

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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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DEC 17. CAREER CENTER WEBINAR: HOW TO RETAIN GREAT EMPLOYEES

Categories: Events

You invest a lot of time and resources to recruit high quality employees, but getting them on board is only part of the challenge. How do you keep them for years to come?  View a recording from this webinar covering tips on how to retain great employees, hosted by Dr. Lisa Andrews, Manager of CFP Board’s Career Center. …

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