Financial Planning Review Celebrates Successful First Year: this month marks the first birthday of Financial Planning Review, the Center’s peer-reviewed academic journal featuring research within financial planning and related disciplines. FPR had more than 25,500 downloads between October 2018 and July 2019. With the 2020 launch of the Financial Planning Knowledge Center, readers will have the opportunity to access FPR-Dialogues – short videos that outline the implications of FPR papers specifically to practitioners. Through the Knowledge Center, FPR will serve both scholars and practitioners, providing a platform for rigorous inquiry respected across the academy and also delivering value to financial planning practice.
The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. Learn more.
The Center is conducting research on issues affecting the financial planning profession and providing resources for practitioners, employers, educators, researchers and the public.
Attracting and developing the next generation of financial planners.Learn More
Creating a workforce that can meet the increasingly diverse needs and perspectives of clients.
Improving the quality of academic programs to ensure practitioners and students have cutting-edge knowledge and insights.Learn More
The challenges facing the financial planning profession are larger than any one organization or firm can tackle on their own and require a unified approach across all corners of the profession. Learn how you can be a part of the Center for Financial Planning and its efforts to create a more diverse and sustainable profession.