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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.
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.
of new CFP® certificants in 2024 were under age 35.
of CFP® professionals are women.
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.
Past Annual Highlights
The Center's reports highlight the impact of our programs within each of our three focus areas:
- Talent Pipeline: Attracting and cultivating a quality workforce to grow the profession.
- Sustainability: Developing a workforce that is equipped to serve all Americans.
- Knowledge for Practice: Elevating financial planning as a recognized academic discipline while building a research-based body of knowledge for practitioners.
Our reports also acknowledge the thousands of corporate sponsors, individual donors and volunteers who have generously given their resources and time to support the Center.
Previous reports:
Support The Center
Your donation supports Center initiatives to advance the financial planning profession.