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

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

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

Categories: Press Release

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 …

Continue Reading

More than 75,000 CFP® Professionals Strong

Categories: Press Release

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 …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

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, …

Continue Reading