The financial planning workforce is aging and shrinking and does not currently represent the diverse population it serves. In addition, the profession faces a shortage of qualified faculty to teach the next generation of planners and conduct academic research that contributes to the financial planning body of knowledge.


Issues Affecting the Profession

The financial planning profession is currently facing a number of critical challenges, including the need for a younger, more diverse workforce.

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Financial Planning as an Academic Discipline

The educational needs of current and aspiring financial planners have grown along with the profession, demanding access to more qualified faculty who will teach the financial planning discipline.

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Unique Value of the Center

The Center is uniquely positioned to bring firms, educators and practitioners together to leverage collective resources and address the challenges facing the profession.

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