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Our Impact

Since its launch in 2015, CFP Board Center for Financial Planning has made significant strides to advance the financial planning profession by improving the health of our talent pipeline, fostering greater diversity within our workforce and increasing the quality of our practitioners’ knowledge and insights.

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Advancing Financial Planning

Creating a More Sustainable Profession

CFP Board Center for Financial Planning addresses workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

Our Impact: By the Numbers

The Center’s initiatives are having a meaningful and positive impact. We are developing innovative solutions for the growth and sustainability of our profession by leveraging rigorous research, research-based programs and broad collaborations.

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57%

of new CFP® certificants in 2024 were under age 35.

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24%

of CFP® professionals are women.

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266

scholarship awards made in 2024.

Our Initiatives

Learn more below about the progress we're making in these areas to ensure a diverse, resilient profession and pipeline of talent.

Support The Center

Your donation supports Center initiatives to advance the financial planning profession.

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