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

CFP Board Volunteer Leaders, Center for Financial Planning Executive Director Among InvestmentNews’ Women to Watch

Categories: Press Release

Key volunteer leaders and an executive at the Certified Financial Planner Board of Standards, Inc. were among those who have been recognized on InvestmentNews’s 2017 Women to Watch list. 2017 Board of Directors Member Peggy Ruhlin, CFP®, CPA/PFS was honored with the Alexandra Armstrong Award for Lifetime Achievement in Financial Planning, while 2018 Chair-Elect Susan …

Continue Reading

CFP Board, FPA Collaborate to Strengthen Financial Planning Profession

Categories: Press Release

Two Organizations Agree to Work Together in Support of Their Respective Roles in Advancing the Profession The Financial Planning Association® (FPA®) and the Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that they have formalized a collaboration to support the CFP Board Center for Financial Planning and FPA’s role as the largest …

Continue Reading

New Academic Journal: ‘Financial Planning Review’

Categories: Press Release

First Edition of Peer-Reviewed Journal Published in Mid-2018 Financial planning as a recognized profession is taking a major step forward with Financial Planning Review, a double-blind, peer-reviewed academic journal from the CFP Board Center for Financial Planning. “Financial Planning Review will have a significant impact in advancing the profession of financial planning,” said Marilyn Mohrman-Gillis, …

Continue Reading

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

Categories: Press Release

he 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, Va. on February 20-22, 2018. This Best Paper Award is the next in a series of awards that will recognize authors from a variety of …

Continue Reading

CFP Board Center for Financial Planning, TD Ameritrade Institutional Seek Submissions for 2018 Best Paper Award for Behavioral Finance

Categories: Press Release

The CFP Board Center for Financial Planning, in collaboration with TD Ameritrade Institutional, today announced that it is seeking submissions for the first in a series of Best Paper Awards that will be presented at the Center’s second annual Academic Research Colloquium for Financial Planning and Related Disciplines in Washington, D.C., on February 20-22, 2018. …

Continue Reading