By conducting and publishing new research on the financial planning profession, the Center will serve as a valuable resource for firms, educators, practitioners and the public.

 

Research

Research

The Center will be the catalyst for independent research that will inform actionable initiatives to attract and develop a diverse next generation of financial planners.

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Resources

Resources

CFP Board has taken initial steps towards delivering solutions with its Career Center, Women’s Initiative and the Financial Planning Competency Handbook.

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