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About the Center

The Center is an initiative of CFP Board to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. We bring together CFP® professionals, financial services firms, educators and experts to pool our collective resources, talent and insights to challenge the status quo and drive innovative, systemic solutions to advance the profession.

Our Impact

Since its launch in 2016, the Center has made significant impact in advancing the financial planning profession.

Research & Resources

By conducting and publishing new research on the financial planning profession, the Center is serving as a valuable resource for practitioners, firms, educators and the public.

Support the Center

Your donation supports Center initiatives to advance the financial planning profession.

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