NEW! The Center releases Financial Planning Career Paths: Building More Sustainable and Successful Businesses, a workforce development guide to help firms with financial planner recruitment, onboarding, training, career development and retention. 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. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge.
mission and vision
The Center will conduct research on issues affecting the financial planning profession and serve as a resource for educators, practitioners, researchers, financial services firms and the public.
The Center will attract and develop the next generation of financial planners to replace the retiring workforce.Learn More
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.
The Academic Home will offer opportunities for conducting, showcasing and publishing new research, adding to the financial planning body of knowledge.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.