CFP Board Center for Financial Planning, The American College Announce New CFP® Exam Scholarship

Categories: Press Release

The CFP Board Center for Financial Planning and The American College jointly announced a new scholarship today that will help grow and diversify the financial planner workforce.The partnership was announced at the Conference of African American Financial Professionals in Washington, D.C. The CFP Board Center for Financial Planning will provide scholarships to take the CFP® …

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Merrill Lynch to Be Signature Sponsor at the CFP Board Center for Financial Planning’s Diversity Summit

Categories: Press Release

Firm Also Becomes Leading Employer of CFP® ProfessionalsThe CFP Board Center for Financial Planning today announced that Merrill Lynch will be a Signature Sponsor for its inaugural Diversity Summit, to be held in New York City on October 23, 2018.The firm also recently became the leading employer of CFP® professionals in the United States, furthering its support …

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Distinguished Speakers to Appear at First-Ever CFP Board Center for Financial Planning Diversity Summit

Categories: Press Release

Diversity Summit Will Culminate with Research-Based Recommendations and Commitments to Increase Racial and Ethnic Diversity within the Financial Planning ProfessionThe CFP Board Center for Financial Planning today released the agenda for the first-ever Diversity Summit in New York City on October 23, 2018. Speakers and participants on the agenda include leaders of financial services firms …

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

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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

Categories: Other

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

Categories: Press Release

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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