CENTER RELEASES 2018 ANNUAL REPORT

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The CFP Board Center for Financial Planning continued to make significant strides in 2018 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.  We did this by leveraging rigorous research, research-based programs and broad …

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Wharton’s Musto Named Guest Editor for FinTech Special Issue of “Financial Planning Review”

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Volume 2, Issue 1 of Financial Planning Review Also Now AvailableThe CFP Board Center for Financial Planning today announced David Musto, Ph.D., of the Wharton School of the University of Pennsylvania, as guest editor of an upcoming FinTech Special Issue of its double-blind, peer-reviewed academic journal, Financial Planning Review. “The academic study of financial technology …

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Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

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2019 scholarships awarded to 11 individualsThe CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides up to $5,000 in financial assistance to individuals from underrepresented populations seeking to complete requirements for CFP® certification. The scholarship was announced today …

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

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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

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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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CFP Board Center for Financial Planning Announces Best Paper Winners for 2019 Academic Research Colloquium

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The CFP Board Center for Financial Planning is pleased to announce the recipients of the 2019 Best Paper Awards that were presented last week in Arlington, Va. during the Center’s third annual Academic Research Colloquium for Financial Planning and Related Disciplines.The TD Ameritrade Best Paper Award in Behavioral Finance – Jonathan Huntley and Felix Reichling, …

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CFP Board Center for Financial Planning Expands “I am a CFP® Pro” Campaign to Attract Young, Diverse Talent into Financial Planning

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Educational campaign includes new day-in-the-life video and promotional toolkits for academic institutions and CFP® professionals The CFP Board Center for Financial Planning today expanded its “I am a CFP® Pro” educational campaign to attract young people, particularly women and people of color, to consider a career in financial planning with a new, day-in-the-life video featuring …

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CFP BOARD AND CENTER FOR FINANCIAL PLANNING CONFERENCES FEATURE NEW RESEARCH, OPPORTUNITIES FOR FACULTY, STUDENTS AND CFP® PROFESSIONALS

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2019 Conferences Held February 19-22 in Arlington, Virginia  The Certified Financial Planner Board of Standards, Inc. and its Center for Financial Planning announced today that its two marquee education conferences will feature new opportunities for CFP® professionals, students and faculty to collaborate and learn about exciting new research in the field of financial planning.The Center for Financial Planning’s …

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Nobel Laureate Among Contributors to Latest Installment of Financial Planning Review

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Second Installment of CFP Board Center for Financial Planning’s Peer-Reviewed, Academic Journal Out December 21The CFP Board Center for Financial Planning tomorrow will issue the second installment of Financial Planning Review, featuring key research benefitting the financial planning profession – including a paper co-authored by Harry Markowitz, recipient of the 1990 Nobel Memorial Prize in …

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CFP Board Center for Financial Planning Releases White Paper on the First Career Re-Entry Initiative in Financial Planning

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Eight New Firms Become Part of Successful ProgramThe CFP Board Center for Financial Planning today published a comprehensive white paper detailing outcomes from the initial pilot of its Financial Planner Re-Entry Initiative (FPRI), an innovative workforce development program aimed at attracting experienced, professional women into the financial planning profession. Launched in the spring of 2017 …

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