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With a tremendous first year behind us, the CFP Board Center for Financial Planning continued to advance its mission of creating a more diverse and sustainable financial planning profession in 2017, celebrating a number of groundbreaking achievements throughout the year. We are proud to share these accomplishments with you in our 2017 Annual Report.

Our Annual Report provides an overview of the Center’s programs and progress 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: Developing financial planning into a recognized academic discipline and building the profession’s body of knowledge.

The progress made by the Center was possible only through the ever-generous support of our corporate sponsors and individual donors, as well as the dedication of hundreds of volunteers. We remain grateful for their contributions and their commitment to the Center’s important work. A listing of the Center’s contributors is included in the report.

We hope you enjoy reading the enclosed report. If you have questions about the Center’s programs, 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