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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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

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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

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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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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

Categories: Press Release

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

Categories: Press Release

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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