Building a 21st Century Financial Planner Workforce
The financial planning profession faces significant challenges as its workforce ages while Americans’ demand for financial planners continues to increase. The current financial advisor workforce does not represent the diversity of the public that it serves. Further, the profession faces a shortage of qualified faculty to teach the next generation of financial planners and conduct academic research that contributes to the financial planning body of knowledge.
These challenges are larger than any one organization or firm can tackle on their own and require a unified effort across all corners of the profession. The CFP Board Center for Financial Planning serves as the catalyst—to unify all segments of the profession—to address these challenges and build a financial planner workforce for the 21st century.
About the Center
A Unifying Platform
The Center for Financial Planning is a broad profession-wide initiative to leverage collective resources and engage in a research-to-solutions approach to address the current talent shortage and build capacity for the financial planning profession. The Center will bring all corners of the financial planning profession together, including:
- CFP® professionals;
- More than 240 colleges and universities that offer a CFP Board Registered Program;
- Researchers from financial planning and related disciplines;
- Key individuals and organizations that focus on racial and gender equality;
- Large and small firms, representing each geographical region and business model within the profession.
Learn about the Center for Financial Planning
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Attract and develop the next generation of financial planners to replace the retiring workforce. These efforts expand upon CFP Board’s existing work to connect employers with skilled and competent financial planning professionals through the CFP Board Career Center.
Learn More about The Center's Workforce Development Initiatives
Build upon CFP Board’s Women’s Initiative (WIN) to address the lack of gender and racial diversity within the profession so that it can meet the growing and increasingly diverse needs of the American consumer.
Learn More about The Center's Diversity Initiatives
Academic Home and Body of Knowledge
Fuel the pipeline of financial planners by increasing the number of faculty, academic programs, and students by providing opportunities to conduct and publish new research that adds to the profession’s body of knowledge.
Learn More about The Center's Academic Home and Body of Knowledge
Make a Difference Today
There are many opportunities to become involved with the Center for Financial Planning and help shape the future of the financial planning profession.
- Make a tax-deductible donation
- Volunteer with the Center’s programmatic and fundraising efforts
- Stay connected and receive the Center newsletter
Learn how to get involved with the Center in rewarding ways