The Center seeks to address challenges confronting the financial planning profession through research-based, actionable initiatives.

 

Workforce Development

The Center will attract and develop the next generation of financial planners to replace the retiring workforce.

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Diversity

The Diversity Initiative will address the lack of gender and racial diversity within the profession so that it can meet the growing and increasingly diverse needs of the American consumer.

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Academic Home & Body of Knowledge

The Academic Home will offer opportunities for conducting, showcasing and publishing new research, adding to the financial planning body of knowledge.

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