Vision

Every American has access to competent and ethical financial planning advice.

Mission

Create a more diverse and sustainable financial planning profession.

Areas of Focus

The Center’s focus will be to conduct research, convene forums and support initiatives in three key areas:

  1. Talent Pipeline: Attract and develop the next generation of financial planners. 
  2. Diversity and Inclusion: Create a workforce that can meet the increasingly diverse needs and perspectives of clients.
  3. Research for Practice: Improve the quality of academic programs to ensure practitioners and students have cutting-edge knowledge and insights.