The increasing demand for financial planning advice is colliding with an insufficient supply of young, diverse talent to replace a retiring workforce. The profession also lacks a substantial academic home for financial planning faculty and research.
Current financial planning practitioners, researchers, faculty, and students and prospective financial planners including NextGen and career-changersWhen do we act: Action is needed NOW to affect a systemic change within the industry!
Financial planning helps Americans protect and grow their hard-earned dollars, meet life goals like education or buying a home and transfer wealth from one generation to the next. This important public service should be provided by competent and ethical CFP® professionals, the most trusted advisors in the country.
The Center is working to address profession-wide challenges through a research-to-solutions based approach in the areas of workforce development, diversity, and an academic home.
Center initiatives include establishing scholarship programs, research studies, mentorship programs, campaigns.