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Initiatives

Our Initiatives

CFP Board works on a number of initiatives that support the financial planning profession and uphold the CERTIFIED FINANCIAL PLANNER™ certification as the recognized standard of excellence for competent and ethical personal financial planning. Many of these initiatives are part of the CFP Board Center for Financial Planning.

BUILDING THE TALENT PIPELINE

Workforce Development

As a growing number of financial planners retire, our profession faces a shortage of CFP® professionals to serve the increasing demand of the public. To meet this challenge, CFP Board's Center for Financial Planning works to build a sustainable financial planner workforce for the 21st century.

We connect employers with skilled and competent financial planning professionals via the Career Center and other initiatives. We also offer scholarships and conduct research on important trends such as career paths.

Our work aims to attract and develop the next generation of financial planning professionals, ensuring the profession can recruit and retain the talent it needs to grow.

SYSTEMIC CHANGE

Diversity & Inclusion

The American public – and with it, those seeking financial advice – is increasingly diverse. As consumer demand for financial advice grows, it is imperative that the financial planning profession work toward expanding and diversifying the ranks of financial planners who can meet the needs of increasingly diverse consumers.

We seek to effect systemic change across recruiting, training and retention practices to foster a more diverse workforce that reflects the diversity of the public. Learn about our efforts such as the Women's Initiative (WIN), "I am a CFP® Pro" campaign, Diversity Summit, mentor program, research and more.

ADVANCING THE FIELD

KNOWLEDGE FOR PRACTICE

The Center for Financial Planning creates opportunities for conducting research, convening and showcasing experts, and building cutting-edge knowledge to advance the field of financial planning. This knowledge helps CFP® professionals and other financial practitioners excel in their career and deliver outstanding service to clients. Through the Financial Planning Knowledge Center (launching in 2020), Academic Research Colloquium, Financial Planning Review and Client Psychology Program, among other efforts, we are leading the way to grow the profession.

PUBLIC AWARENESS EFFORTS

INCREASING AWARENESS

As consumers better understand the value of CFP® certification, the more likely they are to seek competent and ethical financial planning services offered by a CFP® professional. By raising awareness, we can ensure that the CFP® mark is the recognized standard of excellence in personal financial planning. Learn more about how we raise the visibility and credibility of CFP® certification through efforts such as our current public awareness campaign, “With a CFP® Professional,” that informs consumers of the difference that a CFP® professional can make in their lives, and our CFP Board Ambassadors, who give local voice to our mission and consumer advocacy.

DRIVING PUBLIC POLICY

Protecting consumers and benefiting the public are core tenets of our mission. When public policy impacts our profession, we are aggressive and effective advocates for thoughtful positions that serve the public’s best interest.

Among our public policy efforts, we actively participate in public policy forums, testify on legislative issues that impact our profession, and advocate for public policy initiatives that advance the profession and ensure that consumers have access to competent, ethical financial planning services.

Support the Center

Your tax-deductible donation to the CFP Board Center for Financial Planning supports our work to grow and advance the financial planning profession.

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