The Center is a catalyst for independent research that provides the foundation for future programs to build a more diverse and sustainable financial planning profession. Center’s research to date includes:

Financial Planning Career Paths: Building More Sustainable and Successful Businesses

Released in 2019, the Center’s comprehensive workforce development guide is designed to help firms in the financial planning profession with financial planner recruitment, onboarding, training, career development and retention. The guide highlights the importance of clear and transparent career advancement to attract and retain the next generation of financial planners. It helps firms structure and effectively communicate career path opportunities by examining five rungs of the financial planner career ladder. Learn more >

 

 

 

 

Financial Planner Re-Entry Initiative: Career Path for Professional Women in Financial Planning

Published in 2018, this white paper details outcomes from the initial pilot of the Center’s Financial Planner Re-Entry Initiative (FPRI).  FPRI is an innovative workforce development program aimed at attracting experienced, professional women into the financial planning profession who are seeking to return to the workforce after taking a career break. The white paper discusses the pilot program’s model and its key components, initial hurdles, successes and outcomes shared by the participating firms, as well as insights from re-interns and firm program managers. Learn more >

 

 

 

 

Racial Diversity in Financial Planning: Where We Are and Where We Must Go

Released in 2018, the Center’s thought leadership paper outlines actionable solutions for industry stakeholders to create a more diverse and inclusive profession. The report was developed in consultation with the Center’s Diversity Advisory Group, and is based on findings from the Center’s comprehensive research study on the underrepresentation of blacks and Latinos in the financial planner workforce. Learn more >


 

 

 

 

Making More Room for Women in the Financial Planning Profession

Released in 2014, this white paper from the Center’s Women’s Initiative (WIN) presents the findings from a comprehensive study on the causes of under-representation of women in the financial planner workforce. The paper also presents recommendations for attracting more women into the profession and making the profession itself more attractive to women.  Learn more >