Skip to main content

Financial Planning Knowledge Center

Expand your knowledge of financial planning. Our Knowledge Center will offer the latest research, dialogue and ideas, to grow the financial planning body of knowledge.

The Knowledge Center is a new website being developed by the CFP Board Center for Financial Planning. Learn more and get involved by contacting CFP Board.

Individual Donors

Special thanks to: Ray Ferrara, CFP®, David Diesslin, CFP®, Ed Moore, CFP®

A Wealth of Knowledge

The Financial Planning Knowledge Center is designed to share the latest in financial planning research, best practices, and other emerging trends, and features:

  • Videos and online seminars to help you better serve your clients.
  • Timely webinars that connect you with leading practitioners and researchers.
  • Interactive discussion platforms.
  • Valuable insights and tips to enhance your practice.
  • Books, journals and unique content from scholars and financial organizations. 

It takes a village

The Knowledge Center brings together educators, practitioners, industry leaders, researchers and scholars from across the financial planning industry. As a community, we're developing the Knowledge Center as a platform for best practices and research - and a meeting place for the profession where research can influence practice and practice can influence research.

Financial Planning Review

Our academic journal features high quality, peer-reviewed research from the field of financial planning. This scholarly publication is available electronically and distributed to more than 92,000 CERTIFIED FINANCIAL PLANNER™ professionals - as well as accessible through the Knowledge Center.

View Latest Issue

CFP Board Center for Financial Planning

Conducting research. Hosting forums. Supporting initiatives. So that every American has access to competent and ethical financial planning advice.

get involved with the knowledge center

Contact the CFP Board Center for Financial Planning to get involved with research, articles, and additional ways to contribute to the Knowledge Center — and make a lasting impact on the financial planning profession.

Contact the Center