The challenges facing the financial planning profession are larger than any one financial services firm, organization or individual, and require a unified approach across all corners of the financial planning profession.

Learn how you can become involved with the Center in meaningful and rewarding ways.

Ways to Give

Your donation supports important research and initiatives that will cultivate the next generation of financial planners and advance the profession.

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Eleanor Blayney Gender Diversity Challenge Fund – Thank you!

Eleanor thanks the many donors who contributed to the Eleanor Blayney Gender Diversity Challenge Fund.

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Support aspiring CFP® professionals through the Richard B. Wagner Memorial Scholarship Fund, established jointly by the Center and FPA.  

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Learn about opportunities to volunteer with the CFP Board Center for Financial Planning and help advance its important mission.

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Register to receive regular updates on the Center’s activities and initiatives.

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Contact Us

Looking for more information about the Center? Please contact us.

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The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship

The Deena Jo Heide-Diesslin Foundation Challenge Match Scholarship helps advance workforce development for underrepresented populations.

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Research And Resources

The Center is conducting research on issues affecting the financial planning profession and providing resources for practitioners, employers, educators, researchers and the public.

Visit Research and Resources