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News Release

Senior CFP Board Ambassador Jill Schlesinger, CFP® Receives FPA of New York’s Malcolm S. Forbes Award

May 07, 2017

Award Was Presented by the Financial Planning Association of New York

Certified Financial Planner Board of Standards, Inc. announced today that Senior CFP Board Ambassador Jill Schlesinger, CFP® is the newest recipient of the FPANY Malcolm S. Forbes Award for Excellence in Advancing Financial Understanding presented by the Financial Planning Association of New York. 

Created to honor the late Malcolm S. Forbes, the award is granted annually by the Financial Planning Association of New York to a person or organization whose contributions have advanced financial education for the general public as well as the value of the financial planning profession. Since its inception in 1996, this award program has focused on increasing public awareness of the value of financial planning and motivating consumers to use financial planning professionals.

Past award recipients include the late Louis Rukeyser; Consuelo Mack, anchor for PBS’ WealthTrack TV show; Jonathan Clements and Ellen Schultz of The Wall Street Journal; Jean Chatzky, financial editor of the “TODAY Show"; and Jim Pavia, money editor of CNBC Digital. 

“Jill has a knack for being able to strip out the jargon and communicate to consumers what they really need to know about personal finance,” said CFP Board’s Chief Executive Officer Kevin R. Keller. “This well-deserved award recognizes Jill’s great ability to connect with consumers along with her long-time commitment to the financial planning profession. We are very pleased that Jill is part of our CFP Board team working to raise public awareness about the value of working with a CFP® professional and the benefits of financial planning.”

FPANY chapter president Anthea Perkinson, CFP® added, “I am delighted that our chapter’s nominating committee selected Jill Schlesinger, CFP® to be recognized for her work promoting consumer financial education. As a New York City-based personal finance journalist, her work has impacted many and she continues to inspire our members.”

In her role as the Senior CFP Board Ambassador, Schlesinger provides consumers with timely personal financial advice and encourages people seek advice from CFP® professionals. Additionally, she supports CFP Board’s Public Awareness Campaign aimed at promoting the financial planning profession and the value of CFP® certification.

Schlesinger is also an Emmy-nominated Business Analyst for CBS News covering the economy, markets, investing and all things finance. She hosts the "Better Off" podcast and authors a blog called "Jill on Money." 


The Financial Planning Association of New York is the membership organization for the financial planning community in New York City.  Members of FPANY present free consumer financial education workshops through public libraries, colleges, universities and prominent nonprofit organizations throughout the five boroughs.  Volunteers also deliver pro bono individual financial counseling, as well as financial literacy education, to underserved New Yorkers through partnerships with nonprofit social service agencies located in NYC

FPANY is one of the largest chapters in the national Financial Planning Association whose 28,000 national members are dedicated to supporting the principles of sound financial planning. The organization believes that everyone needs objective advice to make informed financial decisions and that when seeking the advice of a financial planner, he or she should use a CFP® professional.

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