CFP Board Appoints D.A. Abrams, CAE to lead the CFP Board Center for Financial Planning

Categories: Press Release

CFP Board has named D.A. Abrams, CAE—a seasoned not-for-profit leader with special expertise in diversity and inclusion and workplace development programs—as the new managing director of the Center for Financial Planning. In this position, Abrams will provide the leadership and vision for the Center as it seeks to increase the diversity, inclusion and sustainability of …

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CFP Board Center for Financial Planning Hosts Summit to Increase Diversity and Inclusion in the Financial Planning Profession

Categories: Press Release

Summit focuses on accountability—holding stakeholders responsible for advancing diversity, inclusion and equalityThe CFP Board Center for Financial Planning is hosting its Diversity Summit today at the JW Marriott in Washington, DC. The Summit builds upon last year’s inaugural event with a focus on Accountability—highlighting the leadership of firms, academic institutions and Influencer organizations to create …

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CFP Board Center for Financial Planning Welcomes Sponsors for 2019 Diversity Summit

Categories: Press Release

Merrill Lynch, JP Morgan Chase, Fiserv and Prudential announced as sponsorsThe CFP Board Center for Financial Planning today announced Merrill Lynch and JP Morgan Chase as Signature Sponsors, and Fiserv and Prudential as Major Sponsors for its 2019 Diversity Summit on November 13. The Summit will engage and hold stakeholders accountable for advancing diversity, equity …

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

Categories: Press Release

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

Categories: Press Release

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

Categories: Press Release

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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