CFP Board Awards $456,063 in Grant Funding to Eight Projects Across the U.S.

Certification Updates

CFP Board Awards $456,063 in Grant Funding to Eight Projects Across the U.S.

Jul 30, 2007

DENVER, June 30, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board) has made grant awards totaling $456,063 to eight projects that are developing innovative and sustainable methods of delivering the benefits of financial planning to communities not traditionally served by the financial planning profession. The grant awards further CFP Board's mission to help Americans benefit from competent and ethical financial planning by giving financial support to projects that provide underserved populations with financial planning services and information.

The grant award recipients are:

  • California Institute of Finance at California Lutheran University (Thousand Oaks, Calif.)
  • The Curators of the University of Missouri (Columbia, Mo.)
  • Economic Awareness Council (Hinsdale, Ill.)
  • Hope Pastoral Care & Counseling (San Clemente, Calif.)
  • Mind’s Eye Resource Management (Denver, Colo.)
  • Sage Financial Solutions (Pinole, Calif.)
  • Skills for Living (Houston, Texas)
  • The University of Central Arkansas (Conway, Ark.)

“CFP Board values public education as part of our goal of advancing understanding of the value of financial planning,” said Karen P. Schaeffer, CFP®, Chair of CFP Board's Board of Directors. “These organizations and their programs are excellent tools to help us reach that goal.”

The grant awards were made through CFP Board's Financial Planning Grants program, which has provided grants totaling $1,331,630 to 28 projects across the U.S. Through the grant program, CFP Board has provided financial support to non-profit organizations, educators and CFP® professionals involved in a wide variety of activities, ranging from innovative uses of technology that expand public access to financial planning to creative partnerships delivering financial planning information and assistance through libraries, high schools, colleges and community-based organizations. Additional information about CFP Board's grant program is available at

In addition to funding projects that reach the American public, CFP Board also hosts public events to increase awareness of financial planning, including CFP Board's Financial Planning Clinic, which offers consumers free, no-strings-attached opportunities to meet one-on-one with CERTIFIED FINANCIAL PLANNER™ professionals. The Financial Planning Clinic reaches Boston this Saturday, August 4, 2007 from 10:00 a.m. to 2:00 p.m. Learn more about the Financial Planning Clinic at

CFP Board is a non-profit professional regulatory body that awards CFP® certification to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 55,000 individuals to use the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States.

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CFP® - Financial Planning's Highest Certification Standard

Tim Stifel, Manager, External Relations
CFP Board
P: 303-839-0630