A September 2024 campus event at Arizona State University featured speed networking between students and firm representatives.
EDUCATION
FIVE BLOCKS CFP Board’s strategic priorities
Seeking Knowledge
CFP Board Registered Programs are financial planning education programs at regionally accredited colleges or universities. These programs have been approved by CFP Board to deliver curriculum covering the 70 Principal Knowledge Topics that students must learn to fulfill the coursework requirement and sit for the CFP ® exam. As we work to advance the financial planning profession, CFP Board is committed to expanding and strengthening programs offering the coursework that prepares financial planners for a career in the profession.
Access CFP Board expands Access to competent and ethical financial planners by increasing the number and diversity of CFP ® professionals. Workforce CFP Board develops a sustainable and diverse financial planner workforce. Community/Regulatory Engagement CFP Board engages the financial advice ecosystem to advance the financial planner profession and influences policy for the benefit of the public. Awareness CFP Board increases Awareness of CFP ® certification as the must-have financial planner credential for consumers and advisors. Standards and Certification CFP Board sets, administers and enforces Certification Standards that warrant public trust.
352 TOTAL CFP BOARD REGISTERED PROGRAMS
180 Baccalaureate Programs 4 9 Master’s Degree Programs 3 Ph.D. Programs 120 Non-Degree Programs
NEW REGISTERED PROGRAMS IN 2024
Baccalaureate Degree Programs Bellevue University California Polytechnic State University California State University – Chico Cedarville University Elon University Grace College Middle Tennessee State University Mount Mercy University Roanoke College Texas A&M University – College Station The College of New Jersey University of Illinois – Chicago University of Kansas University of Wisconsin – La Crosse Westminster College Master’s Degree Programs Bellevue University Rutgers School of Business – Camden University of Denver University of South Florida Non–Degree Programs Auburn University California State University – Chico Fairleigh Dickinson University
Photos courtesy of Lambert by LLYC
In October, students at Grand Canyon University engaged with early career
Workforce
Access
ners, CFP Board developed customiz- able marketing tools for baccalaureate programs. These resources help univer- sities and colleges promote their financial planning programs, attract more students and e ff ectively showcase the value of be- coming a CFP® professional. Connecting Students With Employers In 2024, more than 650 people attended CFPBoard’stwoannualvirtualcareerfairs, where top financial planning employers connected with qualified job candidates, including CFP® professionals, those pur- suing CFP® certification and students.
The spring event featured a session titled “What’s the Right Financial Planning Ca- reer Path for Me?” and the fall event in- cluded the discussion “Breaking Barriers: Amplifying Women in Financial Planning.” Laying the Foundation for a Dynamic Workforce By focusing on career changers, engag- ing students early and providing criti- cal resources, CFP Board is laying the foundation for a more dynamic and di- verse workforce and fostering a pipe- line of talented professionals equipped to make a lasting impact on individuals and families across the country.
financial planners.
Standards and Certification
13 Awareness
Engagement
THE STANDARD
A LOOK AT 2024
12
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