Center for Financial Planning is grateful to TD Ameritrade Institutional for investing significant time and resources into the Center as the Lead Founding Sponsor. TD Ameritrade Institutional has been instrumental to the Center’s development by providing valuable leadership and counsel and demonstrating a strong commitment to advancing the financial planning profession. Furthermore, TD Ameritrade Institutional has been a leader in NextGen advocacy for over six years, having launched initiatives aimed at attracting new talent, connecting RIAs with young advisors, and promoting diversity. Now, as the Lead Founding Sponsor of the Center, TD Ameritrade Institutional will work closely with the CFP Board to raise the profile of financial planning as a dynamic, purposeful, and rewarding career.
Because the challenges facing the financial planning profession are greater than any one company or organization can address on their own, Center for Financial Planning is inviting broad participation from firms, individuals, and other stakeholders who share the mission of the Center. If you are interested in learning more about becoming involved and supporting the Center, please contact Rochelle Zeidman, Managing Director, Development, Center for Financial Planning, at firstname.lastname@example.org or 202-379-2255.
TD Ameritrade Institutional, division of TD Ameritrade, Inc., member FINRA/SIPC is separate from and not affiliated with the Certified Financial Planner Board of Standards, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.