CFP Board, FPA Collaborate to Strengthen Financial Planning Profession

Categories: Press Release

Two Organizations Agree to Work Together in Support of Their Respective Roles in Advancing the Profession The Financial Planning Association® (FPA®) and the Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that they have formalized a collaboration to support the CFP Board Center for Financial Planning and FPA’s role as the largest …

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New Academic Journal: ‘Financial Planning Review’

Categories: Press Release

First Edition of Peer-Reviewed Journal Published in Mid-2018 Financial planning as a recognized profession is taking a major step forward with Financial Planning Review, a double-blind, peer-reviewed academic journal from the CFP Board Center for Financial Planning. “Financial Planning Review will have a significant impact in advancing the profession of financial planning,” said Marilyn Mohrman-Gillis, …

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CFP Board Center for Financial Planning Announces Northwestern Mutual Best Paper Award in Insurance/Risk Management

Categories: Press Release

he CFP Board Center for Financial Planning is pleased to announce the Northwestern Mutual Best Paper Award that will be presented at the Academic Research Colloquium for Financial Planning and Related Disciplines in Arlington, Va. on February 20-22, 2018. This Best Paper Award is the next in a series of awards that will recognize authors from a variety of …

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CFP Board Center for Financial Planning, TD Ameritrade Institutional Seek Submissions for 2018 Best Paper Award for Behavioral Finance

Categories: Press Release

The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced that it is seeking submissions for the first in a series of Best Paper Awards that will be presented at the Center’s second annual Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C., on February 20-22, 2018. …

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CFP Board Center for Financial Planning Appoints Rochelle Zeidman as Managing Director, Development

Categories: Press Release

The CFP Board Center Financial Planning announced today that it has named Rochelle Zeidman as its Managing Director, Development, a newly created role in which she will drive efforts to increase financial support for the Center’s work to increase diversity, advance workforce development and build an academic home for the financial planning profession. As Managing …

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CFP Board Center for Financial Planning, iRelaunch Announce the Financial Planner Re-entry Initiative

Categories: Press Release

Career Re-entry Initiative Seeks to Help More Professional Women Return to the Workforce as Financial Planners The CFP Board Center for Financial Planning and iRelaunch have joined forces to create the Financial Planning Re-entry Initiative (FPRI), a ground-breaking diversity and workforce development pilot program aimed at growing the pool of female financial planners. The FPRI’s …

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Center in the News

Categories: Other

Read recent articles about the Center for Financial Planning. FAs Wanted: “Millennials, Women, People of Color” Financial Advisor IQ, April 24, 2017 Center for Financial Planning Awards Scholarships Financial Advisor, April 6, 2017 Fidelity’s David Canter Makes Financial Advice His Boston Marathon Cause InvestmentNews, March 20, 2017 Beware the Gap Coming in the Number of …

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Center’s 2016 Annual Report Highlights Successful First Year

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The CFP Board Center for Financial Planning is proud to present the 2016 Annual Report. Our inaugural Annual Report highlights the exciting programs and initiatives launched during the Center’s first year and the significant progress the Center has made in each of its three focus areas: Workforce Development: Attracting and developing the next generation of …

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CFP Board Center for Financial Planning Announces Scholarship Award Winners for CFP Board Registered Programs

Categories: Press Release

The Center for Financial Planning announced today the recipients of the Milton Stern Scholarship and the Deena-Jo Heide Diesslin Scholarship Fund. The Milton Stern Scholars Fund scholarship is a $5,000 award granted to individuals residing in Connecticut, New Jersey, or New York, who are pursuing a certificate program in financial planning and demonstrate financial need. …

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CFP Board Center for Financial Planning Launches New Campaign to Inspire Future Generation of Financial Planners

Categories: Press Release

Educational campaign aimed at raising awareness of financial planning as a career The CFP Board Center for Financial Planning yesterday kicked-off its groundbreaking “I am a CFP® Pro” educational campaign to inspire young people – specifically women and people of color – to consider a career in financial planning. “The financial planner workforce needs to …

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