Deena Jo Heide-Diesslin Foundation and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

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The CFP Board Center for Financial Planning and the Deena Jo Heide-Diesslin Foundation are working to advance and diversify the financial planning workforce with a new scholarship. The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship will provide financial assistance to individuals from underrepresented populations seeking to complete requirements for CFP® certification. Recipients enrolled in a …

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More than 75,000 CFP® Professionals Strong

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Major milestone reflects growth of certification, interest in financial planning as a career Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that there are more than 75,000 active CERTIFIED FINANCIAL PLANNER™ professionals – a historic milestone that marks the highest number of CFP® professionals ever serving the public’s need for competent and …

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CFP Board Center for Financial Planning Announces Northwestern Mutual Best Paper Award in Insurance/Risk Management

Categories: Press Release

The CFP Board Center for Financial Planning is pleased to announce the Northwestern Mutual Best Paper Award that will be presented at the Academic Research Colloquium for Financial Planning and Related Disciplines in Arlington, Virginia on February 7 – 9, 2017. This Best Paper Award is the next in a series of awards that will …

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

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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

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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

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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

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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

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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

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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

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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

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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

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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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