MY ACCOUNT FIND A CFP® PROFESSIONAL WHY CFP® CERTIFICATION GET CERTIFIED ETHICS CAREER & GROWTH KNOWLEDGE INITIATIVES SEARCH TOGGLE MENU TOGGLE Home The Center for Financial Planning THE CENTER FOR FINANCIAL PLANNING The Center for Financial Planning is a distinct initiative of CFP Board, focused on creating a more diverse and sustainable financial planning profession, so that every American has access to competent, ethical financial planning advice. FOUNDING SPONSORS OVERVIEW ABOUT THE CENTER INITIATIVES SPONSORS AND DONORS NEWS GET INVOLVED DONATE 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. View our 2020 Annual Report. WATCH THE VIDEO 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. 83% Increase in the number of CFP® professionals under 30 years of age since 2016. 6,032 New women CFP® professionals since 2016, bringing the total number to 20,632. 3,688 African American and Latinx CFP® professionals in 2020 — nearly 5 times the growth rate of all CFP® professionals during the year. OUR PRIORITIES We elevate the profession’s value, talent, knowledge and growth through the following initiatives: LEARN MORE ABOUT OUR INITIATIVES TALENT PIPELINE 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. GET INVOLVED 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. SUPPORT THE CENTER Make a one-time gift or multi-year pledge to support our programs. DONATE TO A SPECIFIC PROGRAM Donate to a scholarship fund to support aspiring CFP® professionals or support the Financial Planning Knowledge Center to help build the profession's body of knowledge. ACCESS AND SHARE OUR RESOURCES Help advance the profession by sharing our guide to career paths, diversity research and "I am a CFP® Pro" campaign within your networks. VOLUNTEER Mentor an aspiring CFP® professional or promote the financial planning career within your network. AMY SHEPARD, CFP® MANAGER, NORTHWESTERN MUTUAL 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. PREVIOUS SLIDE NEXT SLIDE ADVANCING THE PROFESSION SUPPORT THE CENTER Your donation supports Center initiatives to advance the financial planning profession. MAKE A GIFT STAY CONNECTED SIGN UP FOR OUR NEWSLETTERS Get the latest information on the Center's initiatives, supporters and opportunities to get involved. FOLLOW US ON INSTAGRAM FOLLOW CFP BOARD Facebook Twitter Linked In YouTube ABOUT CFP BOARD CAREER CENTER THE CENTER FOR FINANCIAL PLANNING LETSMAKEAPLAN.ORG KNOWLEDGE CENTER CONTACT US 1425 K Street NW #800 Washington, DC 20005 mail@cfpboard.org 800-487-1497 (Toll-Free) 202-379-2200 fax: 202-379-2299 © 2021 Certified Financial Planner Board of Standards, Inc. All Rights Reserved. Privacy Policy Terms of Use Sitemap