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The CFP Board Center for Financial Planning is proud to present the 2016 Annual Report. Our inaugural Annual Report highlights the exciting programs and initiatives launched during the Center’s first year and the significant progress the Center has made in each of its three focus areas:

  • Workforce Development: Attracting and developing the next generation of financial planners.
  • Diversity: Fostering greater diversity in the profession.
  • Academic Home: Building a body of knowledge for financial planning.

The achievements featured in our Annual Report were made possible by the generous support of our many corporate sponsors and individual donors, to whom we are profoundly grateful. Their support has been critical in advancing the Center’s mission to create a more diverse and sustainable financial planning profession. A listing of the Center’s contributors is included in the report.

We hope you will enjoy reading the report and look forward to sharing future news about the Center and its exciting accomplishments. If you have questions about the programs featured in the Annual Report, or would like to learn more about how you can get involved with or donate to the Center, please contact us at 800-487-1497 or