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 …

Continue Reading

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. …

Continue Reading

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 …

Continue Reading

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, …

Continue Reading

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 …

Continue Reading

New Report: Mapping the Future of Financial Advice

Categories: Press Release

Distinguished group offers perspectives on trends for consumers, technology and advisors  Comfortable with technology, consumers will demand greater transparency and a fiduciary standard when working with both human and digital advisors, according to a new report issued today by the CFP Board Center for Financial Planning.This second annual report from the Digital Advice Working Group looks at predictions …

Continue Reading

CFP Board Center for Financial Planning Announces New Diversity Advisory Group

Categories: Press Release

New Research, Diversity Summit on Group’s Agenda in 2018The CFP Board Center for Financial Planning announced today that it has formed a new Diversity Advisory Group to provide guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity in the financial planning profession. Currently, based on …

Continue Reading

Vanguard Supports CFP Board Center for Financial Planning as Visionary 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 Vanguard will support its work as a Visionary Circle Sponsor. “Vanguard has been a strong supporter of the CERTIFIED FINANCIAL PLANNER™ certification and its role in contributing to a talent pipeline for the financial planning profession,” said …

Continue Reading

CFP Board Center for Financial Planning Names Kathleen McQuiggan Special Adviser on Gender Diversity

Categories: Press Release

The CFP Board Center for Financial Planning today announced that Kathleen McQuiggan – a recognized leader on the issue of gender diversity in financial services – is the new Special Adviser on Gender Diversity. In this role, she will help guide the Center’s Women’s Initiative (WIN) to address the shortage of women in the financial …

Continue Reading

CFP Board Center for Financial Planning Establishes Eleanor Blayney Gender Diversity Challenge Fund

Categories: Press Release

Blayney Encourages Match of $100,000 Gift as She Concludes Role as Special Adviser on Gender Diversity Eleanor Blayney, CFP® has established the Eleanor Blayney Gender Diversity Fund with a matching $100,000 gift to support the CFP Board Center for Financial Planning as she concludes her role as CFP Board Center for Financial Planning Special Adviser on Gender …

Continue Reading