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Funds Raised Will Support Center Activities to Create a More Diverse Financial Planning Profession

The work of CFP Board’s Center for Financial Planning to create a younger, more diverse financial planning profession is a marathon, not a sprint. To that end, Fidelity’s David Canter will be running in the Boston Marathon on April 17 to raise money in support of the Center’s efforts.

“Financial planning is a great profession that is rewarding in so many ways, but it needs more youth and greater diversity,” said Canter, Head of the RIA segment at Fidelity Clearing & Custody Solutions, who is running for the Center after receiving a race bib from John Hancock Financial Services. “Working with financial planners provides Americans with the help they need to accomplish their financial goals. We need more individuals to support the ever-growing demand for financial planning services.”

To make a donation and support Canter’s run, please visit CrowdRise.

The CFP Board Center for Financial Planning aims to create a more diverse and sustainable financial planning workforce by conducting research, convening forums and supporting initiatives in three key areas: workforce development, diversity and creating an academic home for the profession. Since its inception in November 2015, it has embarked on a number of initiatives. These include expanding the CFP Board Career Center to include more entry-level positions and internships and convening researchers and academicians for the first ever Academic Research Colloquium for Financial Planning and Related Disciplines.

“The Center stands at a unique crossroads in the profession,” said Marilyn Mohrman-Gillis, Executive Director of the Center. “Through its relationships with firms, education partners, researchers, practitioners and other stakeholders, the Center is able to serve as a convener to tackle the challenges we face. With David’s help, we will be able to continue to forge partnerships to support research and initiatives designed to advance the profession to benefit the public.”

“For over 30 years, John Hancock has proudly served as the principal sponsor of the Boston Marathon, which provides a unique platform for runners to support non-profit organizations,” said Todd Cassler, president of institutional distribution at John Hancock Investments.  “As a leader within the financial services community, we’re pleased that the CFP Board Center is using this opportunity to raise awareness and funds in support of their mission.” 


Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks and insurance companies. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. 

Fidelity Clearing & Custody Solutions ("Fidelity") is an independent company, unaffiliated with the CFP Board’s Center for Financial Planning. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC. 794650.1.0


Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.


Dan Drummond, Director of Communications
Mobile: 202-243-8621

About the CFP Board center for financial planning

The CFP Board Center for Financial Planning seeks 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 brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge


Jessica Lewis
Communications Specialist
Mobile: 301-655-0389