The Center releases the 2018 Annual Report, highlighting significant progress made to advance the financial planning profession by improving the health of our talent pipeline, fostering greater diversity within our workforce and increasing the quality of our practitioners’ knowledge and insights. Learn more.
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.