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 …

Continue Reading

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 …

Continue Reading

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. …

Continue Reading

View the Webcast Recording from the Launch of the Center for Financial Planning

Categories: Other

Video recording from the historic launch of the CFP Board Center for Financial Planning at a November 18, 2015 event in New York City is available below. The agenda included an introduction to the Center, including a presentation by TD Ameritrade Institutional, Center’s Lead Founding Sponsor, and engaging panel discussions on Workforce Development & Diversity and …

Continue Reading

CFP Board Launches Center for Financial Planning, TD Ameritrade Institutional is Lead Founding Sponsor

Categories: Press Release

Center will focus on building a more diverse and sustainable financial planner workforce Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the creation of the CFP Board Center for Financial Planning with a Lead Founding Sponsor contribution from TD Ameritrade Institutional. The Center will deliver on CFP Board’s mission to benefit the …

Continue Reading