December 2017 Newsletter

From the Desk of Marilyn Mohrman-Gillis, Executive Director

December 2017

Marilyn Mohrman-GillisAs the weather turns colder and the holiday season approaches, the CFP Board Center for Financial Planning is celebrating a second year of important achievements toward our goal of creating a more diverse and sustainable financial planning profession.

Some of our recent accomplishments include the creation of a new partnership between CFP Board and the Financial Planning Association to support the Center, through which we will work together to strengthen the profession. We began accepting papers for publication in the Financial Planning Review, the Center’s academic journal that will launch in the new year. Additionally, we recently partnered with the National Urban League as part of our “I am a CFP® Pro” campaign. You can read more about these and other Center initiatives below.

The Center continues to seek out opportunities to work with other organizations that can help us achieve our mission and welcomes any introductions or referrals to such organizations. We also encourage CFP® professionals to continue sharing why you chose to join the profession and why young people should consider becoming a financial planner, on Instagram and Twitter using the hashtag #CFPPro.

As you plan your holiday giving, I encourage you to consider making a contribution to the Center. Our new Eleanor Blayney Gender Diversity Challenge Fund (see below), offers an opportunity to support the Center’s gender diversity programs. You can also provide a general gift to our Capital Campaign, which has raised $8.2 million in gifts and pledges through October 31, 2017. Your support makes the Center’s programs possible, and we remain deeply grateful to all of our corporate sponsors and individual donors.

Thank you for your continued interest in the Center and the future of the financial planning profession. I wish you and your families a joyous holiday season and a healthy and happy New Year.

Warm Regards,

  • Eleanor BlayneyEleanor Blayney Gender Diversity Challenge Fund: For the past five years, the Center’s Special Adviser on Gender Diversity Eleanor Blayney, CFP® has worked tirelessly with female leaders in financial planning to attract more women into the profession. Now, Eleanor has made a $100,000 gift to the Center to support its gender diversity initiatives and has challenged others to donate to help match her contribution. The Center is grateful to Eleanor for her tremendous generosity, leadership, and unwavering commitment to our mission and vision. Learn more about the Challenge Fund and listen to Senior CFP Board Ambassador Jill Schlesinger, CFP® speak about the importance of joining the challenge. To make a gift to Eleanor’s fund, please click here.
  • Paid Return-to-Work Internships: Do you know a professional who is looking to re-enter the workforce and is interested in a financial planning career? If so, refer them to the Center’s Financial Planner Re-Entry Initiative, a new program for qualified professionals that features paid return-to-work internships at top financial planning firms around the country. We are currently seeking candidates for an opportunity with Luma Wealth Advisors in Cleveland, Ohio. Additional opportunities will be offered throughout 2017-18 and will be posted on the FPRI webpage as they become available.
  • Financial Planning Review Now Accepting Papers: The Center’s new double-blind, peer-reviewed academic journal, Financial Planning Review, is accepting original manuscripts for publication. The Review invites submissions on the topics of financial planning; portfolio choice; behavioral finance; household finance; psychology and human decision-making; consumer finance and regulation; human sciences; and financial therapy, literacy and wellness. Submitted papers will be subject to a review from scholars from across the eight content areas. The Review will be published quarterly by John Wiley & Sons beginning in 2018 and will be available electronically via the Wiley Online Library and the Center for Financial Planning Body of Knowledge website, which will also launch in 2018. Click here to download the Call for Papers.
  • 2018 Academic Research Colloquium for Financial Planning and Related Disciplines: The Center is pleased to announce distinguished keynote speakers for the second annual Academic Research Colloquium that will be held February 20-22, 2018 in Arlington, Virginia:
    • Dr. John Lynch, Director of the Center for Research on Consumer Financial Decision Making and Senior Associate Dean for Faculty and Research at the Leeds School of Business
    • Dr. Jennifer C. Greene, Professor of Educational Psychology at the University of Illinois at Urbana-Champaign
    • Dr. Abigail Sussman, Assistant Professor of Marketing at The University of Chicago Booth School of Business
    • Dr. Tom Warschauer, CFP®, Professor Emeritus of Finance at the San Diego State University Fowler College of Business Administration
    The Colloquium is a landmark event for the financial planning profession, showcasing cutting edge research within financial planning and related disciplines that is designed to benefit financial planning firms, CFP® professionals, researchers, graduate students and the profession as a whole. It features dozens of research paper presentations, best paper awards, invited speakers, networking opportunities and much more! Additional information about the Colloquium is available here. Register today.
  • FPA Expresses Support for the Center: At last month’s Financial Planning Association® (FPA®) Annual Conference in Nashville, 2017 FPA President Shannon J. Pike, CFP® and Blaine Aikin, CFP®, 2017 Chair of CFP Board’s Board of Directors, announced a formal collaboration between the two organizations to advance the profession of financial planning, which includes FPA’s expression of support for the work of the Center for Financial Planning.
  • “I am a CFP® Pro” Campaign Partners with National Urban League: On November 4, campaign spokespeople Rianka Dorsainvil, CFP® and Justin Sullivan, CFP® joined Cy Richardson, Senior Vice President at the National Urban League (NUL) and Chair of the Center’s Diversity Advisory Group, for a panel discussion about financial planning careers and opportunities for NUL to promote the “I am a CFP® Pro” campaign to its network of young professionals. The panel took place at the NUL’s Annual Urban Leadership Development Conference and was attended by 90 leaders of NUL’s young professional chapters and local affiliate chapters.
  • WIN Advocates Attend Forté Foundation Conference: On November 3, WIN Advocates Pamela Cunningham, CFP® and Lea Ann Knight, CFP® participated in the Forté Foundation’s College Fast Track to Finance Conference in Boston, MA, on the Center’s behalf. The Forté Foundation is a nonprofit consortium of leading firms and top business schools working together to launch women into fulfilling business careers, and has partnered with the Center for the past two years to help attract more women to financial planning. Pamela served as a panelist and coach at the conference, helping the college women who attended prepare themselves for the job market and encouraging them to consider careers in financial planning. Lea Ann managed the Center’s display table, greeting attendees and providing information about creating a CFP Board account to learn more about CFP® certification. The Center thanks Pamela and Lea Ann, and other WIN Advocates nationwide, for their passion and work to promote career opportunities for women in financial planning.
  • Mentor a Woman Seeking CFP® Certification: We encourage CFP® professionals to sign up for our WIN-to-WIN Mentorship program and mentor a woman seeking CFP® certification by providing guidance and support through the certification process. Over 500 mentors have joined the program, which is designed to increase the number of women CFP® professionals. Learn more and become a part of this important initiative today.
  • Center Leaders Among InvestmentNews 2017 Women to Watch: The Center’s Executive Director, Marilyn Mohrman-Gillis, was recently recognized on InvestmentNews’s third annual Women to Watch list. She was chosen from more than several hundred nominations for InvestmentNews’ honor.  Among additional honorees are two Center volunteers, Marguerita Cheng, CFP®, member of the Center’s Diversity Advisory Group, and Rianka Dorsainvil, CFP®, also a member of the Center’s Diversity Advisory Group and “I am a CFP® Pro” campaign spokeswoman (Rising Star Award), as well as two distinguished CFP Board volunteers, Peggy Ruhlin, CFP®, 2017 member of CFP Board’s Board of Directors, and Susan John, CFP®, CFP Board’s 2018 Chair-Elect. Learn more about this year’s honorees.
  • Second Offering of the Financial Planning Teaching Seminar with Columbia University Scheduled: The Center and the Columbia University School of Professional Studies are pleased to announce a west coast offering of the popular Financial Planning Teaching Seminar. This seminar will take place on June 4-8, 2018 in San Francisco. The weeklong, experience-based seminar will focus on financial planning content as well as basic instructional design, learning objectives, student assessment, and ways to provide students with experiential learning. The program is designed for current faculty, CFP® professionals looking to begin a career teaching financial planning, and doctoral students looking to become adjunct or full-time instructors in a CFP Board Registered Program. Additional information and registration will be announced soon.
  • Center to Hold Diversity Summit in 2018: The inaugural Diversity Summit will serve as a springboard for discussion and action on the important topic of racial diversity and inclusion in the financial planning profession. The daylong event will take place on October 23, 2018, at The Times Center in New York City. To set the stage for productive discussion, the Center will release findings from its comprehensive diversity research study in mid-2018, followed at the October Summit with the release of a thought leadership paper with research-based recommendations. The event will bring together CFP® professionals, financial services firms, think tanks, government and non-profit organizations to discuss research-based initiatives to increase diversity in the financial planning profession for the benefit of the American public.
  • Sponsor the 2018 Academic Research Colloquium and CFP Board Registered Program Conference: Sponsorship opportunities and exhibition space for the upcoming Colloquium and Conference are going fast! Taking place on February 20-23, 2018, these back-to-back events are the largest gathering of financial planning academic programs in the country, providing influential opportunities for firms and organizations to build relationships, grow your talent pipeline, and demonstrate your commitment to the profession. Those interested in sponsoring or exhibiting at either event can download the sponsorship prospectus and contact Beth Klein at 202-864-5186 or Opportunities are limited and available on a first-come, first-served basis.
  • Financial Planner Re-Entry Initiative 2018 Internships: Stay tuned for new internship opportunities to be offered in 2018 through the Center’s Financial Planner Reentry Initiative (FPRI), a program for qualified professionals seeking to return to the workforce after a career break. Firms currently offering internships include Edelman Financial Services and United Capital, sponsored by TD Ameritrade Institutional; Luma Wealth and Yeske Buie, sponsored by Schwab Foundation; and Fidelity Investments. Opportunities will be posted on the FPRI webpage as they become available. Firms interested in participating in this program and increasing the number of senior-level financial planning professionals in their ranks can contact Eddy Demirovic at or 202-379-2253 for more information.

The Center congratulates Marilyn Capelli Dimitroff, CFP® on her recent retirement from Planning Alternatives, a financial planning and wealth management firm in Bloomfield Hills, Michigan, and sincerely thanks her for her leadership and dedication to the profession. A member of the Center’s Benefactors Circle, Marilyn has been a strong supporter of the Center and has also served as chair of CFP Board in 2009. On September 14, CFP Board CEO Kevin Keller, Marilyn Mohrman-Gillis, and Center Capital Campaign Development Committee Chair Karen Schaeffer, CFP® attended a celebration in Marilyn’s honor and expressed their appreciation for Marilyn’s role as an industry trailblazer. At the event, Planning Alternatives President Nathan Mersereau, CFP® announced a gift to the Center in Marilyn’s honor.

We are very pleased to report that the Capital Campaign has raised $8.2 million in gifts and pledges through October 31, 2017. A listing of our corporate sponsors and donors is available here.

To make a tax-deductible donation to the Center, please click here or contact us at 800-487-1497. If your company is interested in sponsoring the Center, please contact Rochelle Zeidman at or 202-379-2255. 100% of your contribution will go toward funding the Center’s programs.  


TD Ameritrade Institutional and the CFP Board are separate and unaffiliated and are not responsible for each other’s services or policies. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2017 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. The registered trademarks and service marks appearing herein are the property of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. © 2017 FMR LLC. All rights reserved. 784358.1.0

back to Newsletter