CFP Board Appoints D.A. Abrams, CAE to lead the CFP Board Center for Financial Planning

Categories: Press Release

CFP Board has named D.A. Abrams, CAE—a seasoned not-for-profit leader with special expertise in diversity and inclusion and workplace development programs—as the new managing director of the Center for Financial Planning. In this position, Abrams will provide the leadership and vision for the Center as it seeks to increase the diversity, inclusion and sustainability of …

Continue Reading

CFP Board Center for Financial Planning Hosts Summit to Increase Diversity and Inclusion in the Financial Planning Profession

Categories: Press Release

Summit focuses on accountability—holding stakeholders responsible for advancing diversity, inclusion and equalityThe CFP Board Center for Financial Planning is hosting its Diversity Summit today at the JW Marriott in Washington, DC. The Summit builds upon last year’s inaugural event with a focus on Accountability—highlighting the leadership of firms, academic institutions and Influencer organizations to create …

Continue Reading

CFP Board Center for Financial Planning Welcomes Sponsors for 2019 Diversity Summit

Categories: Press Release

Merrill Lynch, JP Morgan Chase, Fiserv and Prudential announced as sponsorsThe CFP Board Center for Financial Planning today announced Merrill Lynch and JP Morgan Chase as Signature Sponsors, and Fiserv and Prudential as Major Sponsors for its 2019 Diversity Summit on November 13. The Summit will engage and hold stakeholders accountable for advancing diversity, equity …

Continue Reading

CFP Board Center for Financial Planning Announces 2019 Diversity Summit Agenda and Speakers

Categories: Press Release

Summit will build upon successful inaugural event held in 2018 by highlighting efforts to advance racial and ethnic diversity in the professionThe CFP Board Center for Financial Planning today announced the agenda and speaker lineup for its second Diversity Summit being held on November 13 in Washington, D.C.The daylong event will focus on actionable steps …

Continue Reading

Wharton’s Musto Named Guest Editor for FinTech Special Issue of “Financial Planning Review”

Categories: Press Release

Volume 2, Issue 1 of Financial Planning Review Also Now AvailableThe CFP Board Center for Financial Planning today announced David Musto, Ph.D., of the Wharton School of the University of Pennsylvania, as guest editor of an upcoming FinTech Special Issue of its double-blind, peer-reviewed academic journal, Financial Planning Review. “The academic study of financial technology …

Continue Reading

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

Categories: Press Release

2019 scholarships awarded to 11 individualsThe CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides up to $5,000 in financial assistance to individuals from underrepresented populations seeking to complete requirements for CFP® certification. The scholarship was announced today …

Continue Reading

Charles Schwab Foundation Supports CFP Board Center for Financial Planning as Founding Sponsor

Categories: Press Release

Funding supports the Center’s mission to create a more diverse and sustainable financial planning professionThe CFP Board Center for Financial Planning today announced that Charles Schwab Foundation, in partnership with Schwab Advisor Services, is supporting its work as a Founding Sponsor. In addition to general support of Center initiatives, the Charles Schwab Foundation’s contributions have …

Continue Reading

New Guide from CFP Board Center for Financial Planning Highlights Best Practices for Firms to Recruit and Retain Talented Professionals

Categories: Press Release

Comprehensive guide provides guidance on financial planner recruitment, compensation and advancement decisionsThe CFP Board Center for Financial Planning is working to strengthen the financial planner workforce with the publication of Financial Planning Career Paths: Building More Sustainable and Successful Businesses, a new guide to help firms with financial planner recruitment, onboarding, training, career development and …

Continue Reading

CFP Board Center for Financial Planning Announces Best Paper Winners for 2019 Academic Research Colloquium

Categories: Press Release

The CFP Board Center for Financial Planning is pleased to announce the recipients of the 2019 Best Paper Awards that were presented last week in Arlington, Va. during the Center’s third annual Academic Research Colloquium for Financial Planning and Related Disciplines.The TD Ameritrade Best Paper Award in Behavioral Finance – Jonathan Huntley and Felix Reichling, …

Continue Reading

CFP Board Center for Financial Planning Expands “I am a CFP® Pro” Campaign to Attract Young, Diverse Talent into Financial Planning

Categories: Press Release

Educational campaign includes new day-in-the-life video and promotional toolkits for academic institutions and CFP® professionals The CFP Board Center for Financial Planning today expanded its “I am a CFP® Pro” educational campaign to attract young people, particularly women and people of color, to consider a career in financial planning with a new, day-in-the-life video featuring …

Continue Reading

CFP BOARD AND CENTER FOR FINANCIAL PLANNING CONFERENCES FEATURE NEW RESEARCH, OPPORTUNITIES FOR FACULTY, STUDENTS AND CFP® PROFESSIONALS

Categories: Press Release

2019 Conferences Held February 19-22 in Arlington, Virginia  The Certified Financial Planner Board of Standards, Inc. and its Center for Financial Planning announced today that its two marquee education conferences will feature new opportunities for CFP® professionals, students and faculty to collaborate and learn about exciting new research in the field of financial planning.The Center for Financial Planning’s …

Continue Reading

Nobel Laureate Among Contributors to Latest Installment of Financial Planning Review

Categories: Press Release

Second Installment of CFP Board Center for Financial Planning’s Peer-Reviewed, Academic Journal Out December 21The CFP Board Center for Financial Planning tomorrow will issue the second installment of Financial Planning Review, featuring key research benefitting the financial planning profession – including a paper co-authored by Harry Markowitz, recipient of the 1990 Nobel Memorial Prize in …

Continue Reading