CFP Board Center for Financial Planning Announces Call for Papers for 2019 Academic Research Colloquium

Categories: Press Release

2018 winning papers recognized, presented at 2018 Academic Research ColloquiumThe CFP Board Center for Financial Planning today announced a Call for Papers that will be presented at the third annual Academic Research Colloquium for Financial Planning and Related Disciplines to take place in Arlington, Va., February 19-21, 2019.The deadline for submitting a paper or abstract …

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Center Releases 2017 Annual Report

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With a tremendous first year behind us, the CFP Board Center for Financial Planning continued to advance its mission of creating a more diverse and sustainable financial planning profession in 2017, celebrating a number of groundbreaking achievements throughout the year. We are proud to share these accomplishments with you in our 2017 Annual Report.Our Annual …

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New Research by CFP Board Center for Financial Planning Explores Lack of Racial and Ethnic Diversity in the Financial Planning Profession

Categories: Press Release

Stakeholders Disagree on Root Causes but Agree on Path Forward The CFP Board Center for Financial Planning today released comprehensive research on the lack of racial and ethnic diversity in the financial planning profession.As consumer demand for financial advice grows, it is imperative that the financial planning profession work toward expanding and diversifying the ranks …

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CFP Board Center for Financial Planning, FPA Announce Richard B. Wagner Memorial Scholarship Fund

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Scholarship will assist new and prospective CFP® professionals from under-represented populationsThe Financial Planning Association® (FPA®) and the CFP Board Center for Financial Planning announced the Richard B. (Dick) Wagner Memorial Scholarship Fund, a joint effort to advance and diversify the CERTIFIED FINANCIAL PLANNER™ professional workforce.The scholarship was announced at FPA Retreat 2018 in Litchfield Park, Ariz. …

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CFP Board and NAPFA: Working Together for the Financial Planning Profession

Categories: Press Release

Agreement between two organizations strengthens efforts to raise awareness of CFP® certificationCertified Financial Planner Board of Standards (CFP Board), and the National Association of Personal Financial Advisors (NAPFA), have agreed to work together to advance the financial planning profession for the benefit of the public’s financial well-being.“We look forward to growing our long-standing relationship with …

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New Book Explores Unique Area of Financial Planning Practice: Client Psychology

Categories: Press Release

The CFP Board Center for Financial Planning announced today that Client Psychology, a new book featuring groundbreaking research on a client-centered approach to financial planning, is now available. Edited by the Center’s Director of Academic Initiatives, Charles Chaffin, Ed.D., it is available in bookstores and through major online retailers. Published by John Wiley & Sons, …

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AssetMark Supports CFP Board Center for Financial Planning as Chairs Circle Sponsor

Categories: Press Release

Sponsorship will support Center’s work to advance the financial planning professionThe CFP Board Center for Financial Planning today announced that AssetMark, Inc. will support its work as a Chairs Circle Sponsor. “The Center’s work to address critical challenges facing the financial planning profession requires the collective resources from stakeholders across the profession,” said Marilyn Mohrman-Gillis, Executive …

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New Report: Mapping the Future of Financial Advice

Categories: Press Release

Distinguished group offers perspectives on trends for consumers, technology and advisors  Comfortable with technology, consumers will demand greater transparency and a fiduciary standard when working with both human and digital advisors, according to a new report issued today by the CFP Board Center for Financial Planning.This second annual report from the Digital Advice Working Group looks at predictions …

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CFP Board Center for Financial Planning Announces New Diversity Advisory Group

Categories: Press Release

New Research, Diversity Summit on Group’s Agenda in 2018The CFP Board Center for Financial Planning announced today that it has formed a new Diversity Advisory Group to provide guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity in the financial planning profession. Currently, based on …

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Vanguard Supports CFP Board Center for Financial Planning as Visionary Circle Sponsor

Categories: Press Release

Sponsorship will support Center’s work to advance the financial planning professionThe CFP Board Center for Financial Planning today announced that Vanguard will support its work as a Visionary Circle Sponsor. “Vanguard has been a strong supporter of the CERTIFIED FINANCIAL PLANNER™ certification and its role in contributing to a talent pipeline for the financial planning profession,” said …

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CFP Board Center for Financial Planning Names Kathleen McQuiggan Special Adviser on Gender Diversity

Categories: Press Release

The CFP Board Center for Financial Planning today announced that Kathleen McQuiggan – a recognized leader on the issue of gender diversity in financial services – is the new Special Adviser on Gender Diversity. In this role, she will help guide the Center’s Women’s Initiative (WIN) to address the shortage of women in the financial …

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