CFP Board Center for Financial Planning | CFP Board

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CFP Board Center for Financial Planning

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The financial planning profession faces significant challenges as its workforce ages while Americans’ demand for financial planners continues to increase. The current 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—bringing together CFP® professionals, firms, educators, researchers and experts—to address these challenges and build a more diverse and sustainable financial planning profession that can secure the financial future of all Americans.

2018 Academic Research Colloquium for Financial Planning and Related Disciplines
February 20-22, 2018

The CFP Board Center for Financial Planning, in cooperation with Financial Planning Standards Council and Financial Planning Standards Board, is hosting the second annual Academic Research Colloquium for Financial Planning and Related Disciplines. This international meeting of researchers, practitioners, graduate students and leaders of financial planning practice is designed to be a forum to gather and share and provide a showcase for rigorous, relevant research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.

Immediately following the Colloquium, CFP Board’s annual Registered Program Conference will bring together faculty and program directors from institutions around the country that deliver professional financial planning education and assist individuals in pursuing CFP® certification.

Learn More and Register

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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Initiatives

Workforce Development

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

Center for Financial Planning  | Workforce Development

Diversity

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

Center for Financial Planning  |  Diversity

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

Center for Financial Planning  | Academic Home

Get Involved

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


Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.