The Center seeks to address challenges confronting the financial planning profession through research-based, actionable initiatives.


Talent Pipeline

The Center is cultivating a quality workforce to ensure the profession can recruit and retain the talent it needs to grow.

Read More Financial Planning Career Paths Career Center Financial Planner Re-Entry Initiative Scholarships

Diversity and Inclusion

The Diversity and Inclusion initiative is advancing a more diverse financial planner workforce that reflects the changing demographics in the United States.

Read More I Am A CFP® Pro Women’s Initiative (WIN) 2019 Diversity Summit

Knowledge for Practice

The Center is elevating the discipline of financial planning to increase the stature and recognition of financial planning faculty and educational programs and provide practitioners with cutting-edge knowledge to thrive and provide outstanding service to clients.

Read More Financial Planning Review Academic Research Colloquium Financial Planning Teaching Seminar Client Psychology Program