Initiatives
Knowledge for Practice
The Center for Financial Planning is elevating the academic discipline of financial planning and providing practitioners with cutting-edge knowledge and insights to provide outstanding service to clients.
REsearch & resources
Stay Up-To-Date on Financial Planning Best Practices
CFP Board brings you the latest research and resources for evolving your knowledge and practice.
Insights & Analysis
Get insights, data, news and inspiration from the world of financial planning.
Reports & Research
Find our latest research reports, industry statistics and more.
Financial Planning Review
Read high-quality scholarly research on topics that relate to the financial planning practice.
Academic Research
FINANCIAL PLANNING REVIEW
Financial Planning Review is the profession’s first double-blind, peer-reviewed academic journal that features high-quality scholarly research on topics that relate to the financial planning practice, including financial planning, portfolio choice, behavioral finance, household finance, psychology and human decision-making, consumer finance and regulation, human sciences, and financial therapy, literacy and wellness.
October 24-26, 2022
Academic Research Colloquium
The Academic Research Colloquium is an international meeting of researchers, practitioners, graduate students and leaders of financial planning practice. It provides a forum to gather, share and showcase rigorous, relevant research within financial planning, as well as disciplines that directly or indirectly relate to the financial planning body of knowledge or financial planning practice.
NOVEMBER & December 2021
Financial Planning Teaching Seminar
The Financial Planning Teaching Seminar trains individuals who are interested in becoming full-time or part-time faculty at a CFP Board Registered Program. The Seminar is offered by the Center in partnership with the Columbia University School of Professional Studies.
UNDERSTANDING DECISION MAKING
CLIENT PSYCHOLOGY PROGRAM
Launched by the CFP Board Center for Financial Planning and the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania, Client Psychology is a new course that aims to help financial advisors develop a more effective client-centered practice by drawing heavily in advances in psychology, behavioral finance, evidence-based decision making, and the human sciences to better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being.
Book Series
The Center's Book Series adds to the profession’s body of knowledge by exploring both new and traditional subjects within and beyond financial planning. Published by Wiley, the series currently consists of Communication Essentials for Financial Planners: Strategies and Techniques (2017) and Client Psychology (2018).
Communication Essentials
Communication Essentials for Financial Planners: Strategies and Techniques tackles the counseling side of practice to help financial planners build more productive client relationships.
Client Psychology
The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors and perceptions that impact client decision-making and overall financial well-being.
CFP BOARD CENTER FOR FINANCIAL PLANNING
The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.