Many challenges currently confront the financial planning profession, as its aging workforce attempts to meet Americans’ increasing demand for personal financial advice. Addressing these challenges requires an undertaking larger than any one financial services firm, organization or individual, and necessitates a unified approach across all corners of the financial planning profession.

Your donation to the Center for Financial Planning supports important research, advocacy, education and workforce development initiatives that will cultivate the next generation of financial planners and advance the profession.

You can make a difference today.  Click on the button below to make a gift to our annual fund.

Annual fund

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Certified Financial Planner Board of Standards, Inc. is registered with the Internal Revenue Service as a 501(c)(3) tax-exempt organization (Tax ID number 74-2385850).  Your contribution is tax-deductible to the fullest extent allowed by law.