Charles Schwab Foundation Supports CFP Board Center for Financial Planning as Founding Sponsor

Categories: Press Release

Funding supports the Center’s mission to create a more diverse and sustainable financial planning professionThe CFP Board Center for Financial Planning today announced that Charles Schwab Foundation, in partnership with Schwab Advisor Services, is supporting its work as a Founding Sponsor. In addition to general support of Center initiatives, the Charles Schwab Foundation’s contributions have …

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New Guide from CFP Board Center for Financial Planning Highlights Best Practices for Firms to Recruit and Retain Talented Professionals

Categories: Press Release

Comprehensive guide provides guidance on financial planner recruitment, compensation and advancement decisionsThe CFP Board Center for Financial Planning is working to strengthen the financial planner workforce with the publication of Financial Planning Career Paths: Building More Sustainable and Successful Businesses, a new guide to help firms with financial planner recruitment, onboarding, training, career development and …

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