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Certified Financial Planner Board Of Standards Inc

Your gift to the CFP Board Center for Financial Planning will go toward the grand challenge to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center for Financial Planning is a profession-wide initiative that brings together CFP® professionals, firms, educators, researchers and experts to meet this grand challenge and advance the financial planning profession. Please join the grand challenge today with a tax-deductible donation to the Center. 100% of your contribution will go toward the implementation of Center’s programs.

www.centerforfinancialplanning.org Tax ID 74-2385850


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.