CFP Board Center for Financial Planning
CFP Board Center for Financial Planning is focused on creating a more diverse and sustainable financial planning profession, so that every American has access to competent, ethical financial planning advice.
Why the Center
The public's need for competent and ethical financial planning advice has never been greater. However, our profession is not regenerating itself fast enough to meet increased demand, and it does not sufficiently reflect the changing demographics of consumers in the United States. This is a problem for Americans and for financial planning professionals who serve the public. The Center was created to address these issues and advance the profession.
In 2022, our impact included:
Increase in the number of CFP® professionals under age 30 since 2016.
Proportion of new CFP® professionals in 2022 who are women.
Proportion of new CFP® professionals in 2022 who are racially and ethnically diverse.
Our Priorities
We elevate the profession’s value, talent, knowledge and growth through the following initiatives:
Talent pipeline
Cultivating a quality workforce to ensure the profession can recruit and retain the talent it needs to grow.
Diversity & Inclusion
Fostering a more diverse financial planner workforce that reflects the changing demographics of wealth in the United States.
Knowledge for Practice
Building an online body of knowledge for practitioners and elevating the rigor of financial planning as an academic discipline.
Get Involved
The challenges facing the financial planning profession are larger than any one firm, organization or individual, and require a collective effort. Learn how you can become involved with the Center in meaningful and rewarding ways.
Support the center
Make a one-time gift or multi-year pledge to support our programs.
Donate to a Scholarship
Donate to one of our scholarship programs to support qualified students with completing the education requirement for CFP® certification.
Access and Share Our Resources
Help advance the profession by sharing our guide to career paths, diversity research and "I am a CFP® Pro" campaign within your networks.
Volunteer
Mentor an aspiring CFP® professional or promote the financial planning career within your network.
Support the Center
Your donation supports Center initiatives to advance the financial planning profession.