Workforce Development

The financial planning profession’s talent pipeline faces significant and widening gaps, as the current workforce ages and the number of advisors declines each year, just as demand for personal financial advice grows.

The Center for Financial Planning seeks to attract and develop the next generation of financial planners with the goal of equipping them with the knowledge and skills to competently and ethically serve the public through the latest research-based techniques and best practices. These efforts will build upon CFP Board’s existing work to connect employers with skilled and competent financial planning professionals.

Career Center

As the demand for personal financial advice grows, employers are searching for job-ready talent. The CFP Board Career Center provides an opportunity for financial services firms of all sizes to connect with those who hold or are pursuing CFP® certification, the highest standard in personal financial advice.

The Career Center relies upon CFP Board’s unique ability to connect firms that are hiring and qualified candidates, including nearly 73,000 CFP® professionals and the thousands of students enrolled in more than 230 CFP Board-Registered education programs.

As exclusive founding sponsor of the Career Center, Fidelity supports the Career Center website, CFP Board’s scholarship programs and other resources, with the goal of making financial expertise broadly accessible and effective in helping people live the lives they want.