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

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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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David Canter of Fidelity to Run in 2017 Boston Marathon on Behalf of CFP Board Center for Financial Planning

Categories: Press Release

Funds Raised Will Support Center Activities to Create a More Diverse Financial Planning Profession The work of CFP Board’s Center for Financial Planning to create a younger, more diverse financial planning profession is a marathon, not a sprint. To that end, Fidelity’s David Canter will be running in the Boston Marathon on April 17 to raise …

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Eleanor Blayney, CFP® to Serve as Special Adviser on Gender Diversity for the CFP Board Center for Financial Planning

Categories: Press Release

The CFP Board Center for Financial Planning today announced that Eleanor Blayney, CFP® is the new Special Adviser on Gender Diversity, a role in which she will continue to build upon the Center’s Women’s Initiative (WIN) and provide valuable guidance on its other initiatives to increase racial, ethnic and generational diversity within the financial planning …

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CFP Board Center for Financial Planning Announces Best Paper Award Winners

Categories: Press Release

Winning papers recognized, presented at inaugural Academic Research Colloquium The CFP Board Center for Financial Planning is pleased to announce the recipients of the 2017 Best Paper Awards that were presented during the Center’s inaugural Academic Research Colloquium. “The Colloquium showcased vibrant, cutting-edge research on financial planning and related disciplines from the U.S. and around …

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CFP Board Center for Financial Planning Announces Merrill Lynch as Event Sponsor of the 2017 Academic Research Colloquium

Categories: Press Release

Merrill Lynch also to sponsor Student Best Paper Award The CFP Board Center for Financial Planning is pleased to announce Merrill Lynch as the event sponsor of this week’s Academic Research Colloquium for Financial Planning and Related Disciplines. The event is at the Renaissance Arlington Capital View Hotel in Arlington, Va. on February 7 – …

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