Every American has access to competent and ethical financial planning advice.
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:
- Talent Pipeline: Attract and develop the next generation of financial planners.
- Diversity and Inclusion: Create a workforce that can meet the increasingly diverse needs and perspectives of clients.
- Research for Practice: Improve the quality of academic programs to ensure practitioners and students have cutting-edge knowledge and insights.