May 2017 Newsletter

From the Desk of Marilyn Mohrman-Gillis, Executive Director

Last year was a whirlwind for the CFP Board Center for Financial Planning, and the pace shows no sign of slowing in 2017. Already this year we have launched “I am a CFP® Pro,” a groundbreaking campaign to attract more young people into financial planning careers, hosted the financial planning profession’s inaugural Academic Research Colloquium and published the first title in a new book series to expand the financial planning body of knowledge – to highlight just a few of our activities.

You can read more about these and other exciting accomplishments in the Center’s 2016 Annual Report. Our inaugural Annual Report highlights the exciting programs and initiatives launched during the Center’s first year and the significant progress the Center has made in each of its three focus areas:

  • Workforce Development: Attracting and developing the next generation of financial planners.
  • Diversity: Fostering greater diversity in the profession.
  • Academic Home: Building a body of knowledge for financial planning.

As always, we are grateful for the support of our corporate sponsors and the many individual donors who have given generously to help advance the Center’s mission of creating a more diverse and sustainable financial planning profession. The achievements we share in these newsletters would not be possible without their contributions. I encourage you to consider making a donation to the Center so that we may continue our important work.

We will continue to provide you with newsletter updates and hope you will enjoy our new shorter format. Click here for additional Center news and announcements.

Warm Regards,

  • “I am a CFP® Pro” Campaign: On April 4, the Center launched the “I am a CFP® Pro” campaign to encourage more young people, particularly women and people of color, to choose a career in financial planning.  Through storytelling videos and a new website, this new campaign aims to dispel common misperceptions and highlight the many benefits of a career as a financial planner, including the ability to make a difference in peoples’ lives, work-life balance and the opportunity for career and financial growth.
  • Share Your Story: We encourage CFP® professionals to join the “I am a CFP® Pro” conversation on Instagram and Twitter using the hashtag #CFPPro.  Share the reasons you chose a career in financial planning and why you think other young people should consider it as well.  Also, follow the campaign on Instagram @cfpboard_center.
  • Academic Research Colloquium for Financial Planning and Related Disciplines: In collaboration with the Canada-based Financial Planning Standards Council and the international Financial Planning Standards Board Ltd., the Center hosted the first-ever colloquium on February 7-9 in Arlington, VA. The event brought together 200 of the best and brightest researchers, educators, and thought leaders from around the world to showcase research within financial planning and related disciplines. The colloquium featured keynote addresses by distinguished scholars, 39 research papers (reflecting a highly selective 30% acceptance rate) and 5 Best Paper Awards. The next Academic Research Colloquium will be held at the same venue on February 20-22, 2018.  Access the Call for Papers and Posters for the 2018 Colloquium.
  • Request for Proposals: Review of Literature of Research Related to Client Psychology: The Center is inviting proposals from qualified researchers and educators to provide a Review of Literature of pertinent past research related to Client Psychology.  The $50,000 RFP is part of Center’s efforts to enhance the financial planning body of knowledge. Communication Essentials for Financial Planners
  • New Online Financial Planning Course Now Available: The Center is partnering with the University of Illinois to offer Financial Planning for Young Adults, a Massive Open Online Course that introduces basic financial planning concepts to both consumers and those interested in a financial planning career. Participants can attend the class for free or pay $49 to receive grades and a course certificate. Learn more about the course and register.
  • Center Names Special Adviser on Gender Diversity: Eleanor Blayney, CFP®, was selected to serve as the Center’s first Special Adviser on Gender Diversity. Formerly CFP Board’s Consumer Advocate, Eleanor has helped to lead the Women’s Initiative (WIN) since its launch in 2013 and will continue to implement initiatives to attract and support women in the profession. Eleanor recently participated in Forte Foundation’s webinar “Is Financial Planning a Good Career for You?”, as well as a panel titled “Cultural Change in the Financial Planning Office” during University of Akron’s Diversity Symposium.


  • Financial Planner Reentry Initiative: The Center and career reentry firm iRelaunch are gearing up to announce the Financial Planner Reentry Initiative (FPRI), a pilot program designed to connect firms in the financial planning sector with experienced professionals seeking to reenter the workforce after a career break. More information on FPRI, including the list of participating firms, will be provided soon.
  • Columbia Teaching Program: The Center has partnered with the Columbia University School of Professional Studies to develop a teaching program for faculty and CFP® professionals interested in teaching financial planning. The five-day program will be offered in May 2017 and January 2018, and will teach participants about instruction design, learning objectives development, student assessment methods, and avenues to bring experiential learning both into to the classroom and online. Learn more and register



David Canter of Fidelity Runs Boston Marathon to Benefit the Center: On April 17, David Canter, Center Campaign Development Committee member and head of Fidelity Clearing and Custody Solutions’ RIA segment, ran the Boston Marathon and raised over $75,000 in support of Center’s initiatives. We are grateful for David’s dedication to make this significant contribution possible.

The Center for Financial Planning is conducting a Capital Campaign to fund its initiatives. We are very pleased to report that the Campaign has raised over $6,800,000 in corporate and individual commitments through March 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 Diane LaVigna at or 202-379-2275. 100% of your contribution will go toward funding the Center’s programs.








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