CFP Board Center for Financial Planning Addresses the Gender Gap in Financial Planning with New Mentorship Program

Categories: Press Release

The Certified Financial Planner Board of Standards, Inc. (CFP Board) Center for Financial Planning today announced a new mentorship program, known as WIN-to-WIN, that aims to address the lack of women in the financial planning profession by pairing women seeking CFP® certification with CFP® professionals who will help them through the certification process. “The fact …

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CFP Board Center for Financial Planning to Collaborate with Columbia’s School of Professional Studies to offer Financial Planning Teaching Program

Categories: Press Release

The CFP Board Center for Financial Planning today announced a collaboration with Columbia School of Professional Studies to offer a five-day teaching certificate, starting in August, 2016. The classroom-based program is designed for faculty who teach finance and/or accounting as well as for CFP® professionals who desire to become adjunct faculty in a CFP Board …

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Bridgewater Advisors and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

Categories: Press Release

The CFP Board Center for Financial Planning, in conjunction with Bridgewater Advisors and the family of Milton Stern, CFP®, today announced that a new scholarship is available for residents of New York, Connecticut or New Jersey who are seeking to attain CERTIFIED FINANICAL PLANNER™ certification. The Milton Stern Scholars Fund will cover up to $5,000 …

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CFP Board Center for Financial Planning Announces Call for Papers and First-Ever Global Financial Planning Research Colloquium

Categories: Press Release

The CFP Board Center for Financial Planning today announced a Call for Papers that will be presented at the first-ever global Academic Research Colloquium for Financial Planning and Related Disciplines to take place in Washington, D.C. on February 7-9, 2017. Along with the Canadian-based Financial Planning Standards Council and the international association, Financial Planning Standards …

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Center for Financial Planning Design Summit Brings Together Experts to Advance the Financial Planning Profession

Categories: Press Release

Group looks at initiatives and projects, develops direction for new effort Certified Financial Planner Board of Standards’ (CFP Board) Center for Financial Planning recently convened an historic Design Summit to discuss the future of the financial planning profession with 42 distinguished thought leaders in the areas of financial planning, workforce development, diversity and academia. The …

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Marilyn Mohrman-Gillis Named First Executive Director of the CFP Board Center for Financial Planning

Categories: Press Release

Charles Chaffin Appointed to Newly Formed Center Position of Director of Academic Home Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced Marilyn Mohrman-Gillis as the first Executive Director of the recently formed CFP Board Center for Financial Planning, where she will lead a profession-wide effort to build a more diverse and sustainable …

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DEC 17. CAREER CENTER WEBINAR: HOW TO RETAIN GREAT EMPLOYEES

Categories: Events

You invest a lot of time and resources to recruit high quality employees, but getting them on board is only part of the challenge. How do you keep them for years to come?  View a recording from this webinar covering tips on how to retain great employees, hosted by Dr. Lisa Andrews, Manager of CFP Board’s Career Center. …

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View the Webcast Recording from the Launch of the Center for Financial Planning

Categories: Other

Video recording from the historic launch of the CFP Board Center for Financial Planning at a November 18, 2015 event in New York City is available below. The agenda included an introduction to the Center, including a presentation by TD Ameritrade Institutional, Center’s Lead Founding Sponsor, and engaging panel discussions on Workforce Development & Diversity and …

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CFP Board Launches Center for Financial Planning, TD Ameritrade Institutional is Lead Founding Sponsor

Categories: Press Release

Center will focus on building a more diverse and sustainable financial planner workforce Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the creation of the CFP Board Center for Financial Planning with a Lead Founding Sponsor contribution from TD Ameritrade Institutional. The Center will deliver on CFP Board’s mission to benefit the …

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