CFP Board, University of Illinois Offer Free, Online Financial Planning Course

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Offered through Coursera, course provides an introduction for both consumers and those interested in a career in financial planning Young adults and others who resolve to be financially prepared for 2017 and beyond can take a free, online financial planning course at their convenience. Now open for registration, the course provides an introduction to financial …

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Exploring the Future of Digital Financial Advice: New Findings from CFP Board, Financial Services and Technology Leaders

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Scenario Planning Reveals Four Potential Paths for Revolution of Financial Advice The CFP Board Center for Financial Planning today announced the findings of its blue-ribbon panel of experts who explored the future impacts of digital advice on the financial planning profession. Known as the Digital Advice Working Group, thought leaders and senior executives from the …

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CFP Board Center for Financial Planning Announces Keynote Speakers for Inaugural Academic Research Colloquium

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The CFP Board Center for Financial Planning is bringing together some of the best and brightest researchers, educators, and thought leaders as keynote speakers for its inaugural 2017 Academic Research Colloquium for Financial Planning and Related Disciplines. The event – a forum to gather, share and showcase relevant research within financial planning and related disciplines …

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CFP Board Center for Financial Planning Partners with Rock the Street, Wall Street to Introduce Financial Planning Careers to High School Girls

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The CFP Board Center for Financial Planning and Rock the Street, Wall Street are partnering to narrow the gender gap in financial planning with programs for girls in high school, introducing them to careers in financial planning by teaching lifelong financial skills. Rock the Street, Wall Street (RTSWS) is a non-profit organization dedicated to equipping …

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Deena Jo Heide-Diesslin Foundation and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

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The CFP Board Center for Financial Planning and the Deena Jo Heide-Diesslin Foundation are working to advance and diversify the financial planning workforce with a new scholarship. The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship will provide financial assistance to individuals from underrepresented populations seeking to complete requirements for CFP® certification. Recipients enrolled in a …

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More than 75,000 CFP® Professionals Strong

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Major milestone reflects growth of certification, interest in financial planning as a career Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that there are more than 75,000 active CERTIFIED FINANCIAL PLANNER™ professionals – a historic milestone that marks the highest number of CFP® professionals ever serving the public’s need for competent and …

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

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The 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, Virginia on February 7 – 9, 2017. This Best Paper Award is the next in a series of awards that will …

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CFP Board Career Center’s Inaugural Online Career Fair Offers Employers, Job Seekers an Opportunity for Real-Time Connections

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Certified Financial Planner Board of Standards’ (CFP Board) Career Center is offering CFP® professionals, financial planning students and others seeking employment in the financial planning profession an opportunity to meet with firms of all business models through its inaugural CFP Board Online Career Fair, September 13, 1-4pm ET. “Attracting and developing the next generation of …

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CFP Board Center for Financial Planning Expands Profession’s Body of Knowledge with New Wiley Book Series

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First Book Will Offer Communications Essentials for Financial Planners The CFP Board Center for Financial Planning is expanding the body of knowledge for financial planning with a new series of books for faculty, students, practitioners, and researchers who work within the profession or discipline of financial planning. The series, published by John Wiley & Sons, …

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Northwestern Mutual to Serve as Founding Sponsor of CFP Board Center for Financial Planning

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Sponsorship will support Center’s work to advance financial planning profession   Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that Northwestern Mutual will serve as a founding sponsor of the CFP Board Center for Financial Planning.   “We are very grateful for Northwestern Mutual’s support of key initiatives that will advance the …

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Center for Financial Planning Releases Design Summit Proceedings Detailing Challenges, Opportunities and New Initiatives

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Center to undertake programs to advance a diverse and sustainable financial planning profession In a proceedings report memorializing its January 2016 Design Summit, the Certified Financial Planner Board of Standards’ (CFP Board) Center for Financial Planning announced the ambitious agenda of initiatives it will undertake to address the challenges resulting from a financial planning workforce …

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CFP Board Center for Financial Planning, TD Ameritrade Institutional Announce First Academic Research Award for Behavioral Finance

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The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced the first in a series of Best Papers Awards that will be presented at the Center’s inaugural Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C. on February 7-9, 2017. The TD Ameritrade Institutional Best Paper Award for …

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