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Funding supports the Center’s mission to create a more diverse and sustainable financial planning profession

The CFP Board Center for Financial Planning today announced that Charles Schwab Foundation, in partnership with Schwab Advisor Services, is supporting its work as a Founding Sponsor. 

In addition to general support of Center initiatives, the Charles Schwab Foundation’s contributions have made possible the comprehensive research that was the focus of last year’s thought leadership paper, Racial Diversity in Financial Planning: Where We Are and Where We Must Go. Their grant also supported last October’s day-long diversity summit that featured keynote speakers, panel discussions and breakout sessions exploring how financial planning can attract and retain ethnically and racially diverse talent.

“The vision of the Center – to expand the American public’s access to competent and ethical financial advice – cannot be achieved without the generous support of organizations like the Charles Schwab Foundation,” said CFP Board Center for Financial Planning Executive Director Marilyn Mohrman-Gillis. “Its contributions have already made an indelible impact on advancing the conversation around increasing the diversity of the profession, and we are very grateful for its continued support.” 

Charles Schwab Foundation’s commitment supports the Center’s mission to create a more diverse and sustainable financial planning profession. 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.

“The Center is doing the important work of strengthening the pipeline of advisors who are diverse, knowledgeable, and well-equipped to serve American consumers,” Leslie Tabor, Managing Director, Business Consulting & Education, Schwab Advisor Services. “We are proud to join the Center in efforts that will truly impact the future of our profession.”

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

Charles Schwab Foundation is a private, nonprofit organization funded by The Charles Schwab Corporation (Charles Schwab). Its mission is to create positive change through financial education, philanthropy, and volunteerism. More information is available at The Charles Schwab Foundation is classified by the IRS as a charity under section 501(c)(3) of the Internal Revenue Code. The Foundation is neither a part of Charles Schwab & Co., Inc. (member SIPC) or its affiliates.