We address challenges confronting the financial planning profession through research-based programs and broad collaborations that drive innovative solutions.
Due to an aging workforce, the number of financial advisors is declining, just as the demand for personal financial advice grows. The Center is working to attract, onboard and train the next generation of financial planners who can competently and ethically serve the public.
Guide to Careers in Financial Planning
This guide provides information to help students, recent graduates and career changers start and sustain a successful career in financial planning.
Financial Planning Career Paths Guide
This workforce development guide helps firms with recruitment, onboarding, training, career development and retention. It also helps firms structure and effectively communicate paths on the financial planner career ladder.
CFP Board Career Center
The Career Center connects financial services firms with CFP® professionals, as well as candidates currently in the certification process. In addition to job and internship listings, the Career Center provides helpful resources for both job seekers and employers.
The Center administers scholarship programs to enable qualified individuals to complete the education requirement for attaining CFP® certification.
diversity & Inclusion
In addition to raising awareness of financial planning careers among underrepresented populations, the Center seeks to effect systemic change across recruiting, training and retention practices to foster a more diverse workforce that reflects the changing demographics of wealth in the U.S.
"I Am a CFP® Pro" Campaign
The "I am a CFP® Pro" campaign is attracting young, diverse talent into the profession by highlighting the many benefits of a career in financial planning and dispelling common misperceptions.
The Center's Diversity Summits are highlighting actionable solutions to advance racial diversity in financial planning through research, case studies and best practices.
Diversity Research and Reports
The Center releases comprehensive research to identify the barriers to racial and gender diversity in the financial planning profession and outline recommendations for making the profession more attractive to diverse candidates.
CFP Board Mentor Program
The CFP Board Mentor Program connects individuals pursuing CFP® certification with current CFP® professionals for guidance and support as they navigate their path to certification.
WIN Advocates are CFP® professionals who are volunteering to help attract more women to the profession by raising awareness in their communities of financial planning as a rewarding career opportunity for women.
Knowledge for Practice
The CFP Board Center for Financial Planning elevates the profession by bringing you best practices, research and networking opportunities – so you can offer outstanding, up-to-date advice to your clients.
Financial Planning Review Journal
This academic journal from the Center features peer-reviewed research from financial planning and other related disciplines.
Academic Research Colloquium
The annual Colloquium brings together academics, researchers and students to share and showcase the latest financial planning research.
Financial Planning Teaching Seminar
Organized in partnership with Columbia University, this seminar trains current and prospective CFP Board Registered Program faculty.
Client Psychology Program
Designed in partnership with the Wharton School, this program teaches financial planners how to build a more effective, client-centered practice.
Financial planning for Young Adults
Financial Planning for Young Adults (FPYA), developed in partnership with the University of Illinois, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit.