CFP Board Center for Financial Planning Announces 2019 Diversity Summit Agenda and Speakers

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Summit will build upon successful inaugural event held in 2018 by highlighting efforts to advance racial and ethnic diversity in the professionThe CFP Board Center for Financial Planning today announced the agenda and speaker lineup for its second Diversity Summit being held on November 13 in Washington, D.C.The daylong event will focus on actionable steps …

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Read the latest issue of Financial Planning Review

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The Center for Financial Planning is pleased to share the latest edition of Financial Planning Review, the academic research journal focused on the disciplines related to financial planning, published by Wiley. Volume 2, issue 2 includes the following papers:  Acceptance of robo-advisors: Effects of financial experience, affective reactions, and self-enhancement motivesChristoph Hohenberger, Technical University of …

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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”

Categories: Press Release

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

Categories: Press Release

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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