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Sponsorship will support new research, scholarship program

The CFP Board Center for Financial Planning today announced that Envestnet will support its work to provide all Americans access to a diverse, competent and ethical financial planning workforce as a Founding Sponsor.

“Envestnet’s generous contribution will advance two key Center goals: expanding and diversifying the numbers of financial planners, and providing these financial planners with new research-based resources they need to serve their clients,” said Marilyn Mohrman-Gillis, Executive Director of the CFP Board Center for Financial Planning. “We are grateful to have Envestnet support the Center as a Founding Sponsor.”

Envestnet’s sponsorship will support a new research study exploring the impact of technology on client satisfaction and advisor productivity in financial planning. The research will add to the body of knowledge in the area of client psychology and have broad applicability to the financial planning profession.

Envestnet is also establishing a scholarship program that enables individuals who have demonstrated a financial need and/or are from underrepresented populations within the financial planning profession to pursue the education requirements for attaining CERTIFIED FINANCIAL PLANNER™ certification.

“All business sectors, including the financial planning profession, must continuously evolve in order to thrive. I applaud the Center for taking a leading role in this effort, and we feel it’s important for Envestnet to be a part of it,” said Jud Bergman, Chairman and Chief Executive Officer, Envestnet. “We are pleased to support cutting-edge research that will have implications for both advisors and the clients they serve, as well as a scholarship program that will help prepare the next generation of CFP® professionals.”

Envestnet’s commitment supports the Center’s mission to create a more diverse and sustainable financial planning profession so that all Americans have access to competent and ethical financial planning. The Center is convening the profession in research-based initiatives to address the challenges facing the financial planning profession in the areas of workforce development, diversity, and the academic rigor of the discipline of financial planning.

To learn more and support the Center’s initiatives, click here. The work of the Center is also made possible through Center sponsors, including Lead Founding Sponsor TD Ameritrade Institutional and Founding Sponsor Northwestern Mutual. 


Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 88,000 advisors and more than 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information on Envestnet, please visit and follow @ENVintel.


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