Ways to Give
The Center is turning big ideas into bold action, and we need your support. Make your gift today to help shape the future of the financial planning profession.
HELP ADVANCE THE PROFESSION
Our donors are essential to advancing the mission of the Center. Here are just some of the accomplishments we've achieved with their generosity, since 2016.
Increase in the number of CFP® professionals under the age of 30 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.
100% of your donation directly supports the Center’s initiatives to build a talent pipeline, foster diversity and inclusion, and advance knowledge for practice.
Support the Financial Planning Knowledge Center
Be the first to help build an online space for practitioners that translates research and ideas into practical insights. Make a gift today!
Support a Scholarship
THE DEENA JO HEIDE-DIESSLIN FOUNDATION CHALLENGE MATCH SCHOLARSHIP
Your gift will be doubled through a dollar-to-dollar match from the Foundation.
RICHARD B. WAGNER MEMORIAL SCHOLARSHIP FUND
Established jointly by the CFP Board Center for Financial Planning and The Financial Planning Association® (FPA®) to advance diversity in the profession.
THE MILTON STERN SCHOLARS FUND
Offers scholarships to qualified students who are residents of NY, NJ and CT.
The Center for Financial Planning is an initiative of CFP Board which is a 501(c)(3) nonprofit organization (Tax ID #: 74-2385850). Donations are tax deductible to the extent allowed by law.