PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 8

Industry Leader
Awards2023
Vision Awards
CFP BOARD
The Certified Financial Planner Board is one of the largest financial professional
certification bodies in the country, with more than 95,000 financial workers carrying
the CFP certificate nationally-one of every three financial advisers in the U.S. The
board's ongoing commitment to fiduciary best practices, and the evolution of the
CFP fiduciary standard helps to understand why so many seek out this designation.
The CFP has also been a driver of diversity, equity and inclusion in the financial space,
regularly updating the public about demographic statistics from its certification
program, along with championing a broader umbrella for financial services recruiting
and education. In 2022, the board began a process to double down on its efforts to
improve DEI with a major restructuring of its organization. In a decision driven by leadership,
the nonprofit decided to create two entities: One will remain focused on CFP
certification, and the other will focus on forwarding financial advisement as a career
for all, particularly among groups currently underrepresented in the sector.
The CFP Board in January split into two nonprofit entities under one advisory board.
One organization, the CFP Board Center for Financial Planning, has a stated mission of
advancing " competent and ethical financial planning and expand[ing] CFP professional
diversity for the benefit of the public, " according to the CFP. The other, the CFP
Board of Standards, is focused on developing and administering CFP certification.
" As more Americans seek financial advice, firms large and small are embracing
financial planning as a core service, " Daniel Moisand, CFP Board chair, and Kevin
Keller, the CFP Board's CEO, said in a statement upon the announcement. " However,
with tens of thousands of financial advisers expected to retire in the coming decade,
our country faces a dearth of competent and ethical financial planners. "
8 May 10, 2023 planadviser Industry Leader Awards 2023

PLANADVISER Industry Leader Awards 2023 - 5/10 Event

Table of Contents for the Digital Edition of PLANADVISER Industry Leader Awards 2023 - 5/10 Event

PLANADVISER Adviser Choice Awards
2023 Vision Awards: CFP Board
2023 Vision Awards: Kelli Hueler
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 1
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 3
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 4
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 5
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - PLANADVISER Adviser Choice Awards
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 7
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2023 Vision Awards: CFP Board
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2023 Vision Awards: Kelli Hueler
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 13
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 15
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 16
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