Donate
Advisory Bodies
The Center’s work in each of our three focus areas — Talent Pipeline, Diversity and Inclusion, and Knowledge for Practice — is guided by a group of advisory bodies composed of some of the most talented and dedicated thought leaders from within and outside the financial planning profession. Members of these advisory bodies play an important role in setting the Center’s agenda and shaping its programming.
The Advisory Council provides strategic advice and recommendations to CFP Board staff on the Center’s programmatic initiatives. It brings together leaders from across the financial planning ecosystem, including practitioners, firm executives, educators, journalists, communicators, FinTech professionals, and workforce‑focused experts. This diverse group ensures the Center’s work is informed by broad industry insight and aligned with the evolving needs of the profession. Together, they advise CFP Board staff on strategic planning, program development, and measures of success to help build a sustainable and diverse talent pipeline. There are four working groups, composed of Advisory Council members and based on “stages” of the talent pipeline.
View the Advisory Council members.
The Center's Development Committee is composed of key advocates who provide strategic guidance and support in raising the necessary funds to implement the Center's programming. The work of the Development Committee ensures the growth and sustainability of the Center's programmatic initiatives and fosters meaningful relationships with our generous sponsors and donors. Working in close collaboration with the committee, the Capital Campaign has successfully secured key corporate sponsorships and individual contributions from more than 3,200 companies and individuals, totaling over $12 million in commitments.
View the Development Committee members.