Mission and vision
The Center's mission is to create a more diverse and sustainable financial planning profession. We envision a future where every American has access to competent and ethical financial planning advice.
Why the Center
The public's need for competent and ethical financial planning advice has never been greater. However, our profession is not regenerating itself fast enough to meet increased demand, and it does not sufficiently reflect the changing demographics of consumers in the United States. This is a problem for Americans and for financial planning professionals who serve the public. The Center was created to address these issues and advance the profession.
Increase in the number of CFP® professionals under 30 years of age since 2016.
New women CFP® professionals since 2016, bringing the total number to 20,632.
African American and Latinx CFP® professionals in 2020 — nearly 5 times the growth rate of all CFP® professionals during the year.
We elevate the profession’s value, talent, knowledge and growth through the following initiatives:
Cultivating a quality workforce to ensure the profession can recruit and retain the talent it needs to grow.
Diversity & Inclusion
Fostering a more diverse financial planner workforce that reflects the changing demographics of wealth in the United States.
Knowledge for Practice
Building an online body of knowledge for practitioners and elevating the rigor of financial planning as an academic discipline.
The challenges facing the financial planning profession are larger than any one firm, organization or individual, and require a collective effort. Learn how you can become involved with the Center in meaningful and rewarding ways.
I wanted to share my experience of balancing family, work and studying and inspire and motivate others to do the same. Mentoring has been so much more than a transactional relationship — it has really been an opportunity to network and build genuine relationship with others in the financial planning field.
Innovation requires foresight and courage. I support the Center for Financial Planning because they are exploring innovative opportunities which are anchored in academic research, workforce development, and diversity.
I am very grateful to the donors of The Deena Jo Heide-Diesslin Scholarship and to the Center for Financial Planning for awarding me this scholarship. Financial planning will be a very rewarding career because I will be making a tangible impact on peoples’ lives by helping them achieve their life goals.
Support the Center
Your donation supports Center initiatives to advance the financial planning profession.