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CFP Board and Charles Schwab Foundation Expand Partnership to Develop Financial Planning Talent Pipeline
ByAinvest
Thursday, Dec 11, 2025 10:08 am ET1min read
CFP Board and Charles Schwab Foundation have expanded their partnership to develop the financial planning profession's workforce. The Charles Schwab Foundation will support financial planning baccalaureate programs, fund needs-based scholarships, and sponsor CFP Board's Connection Conferences. This partnership aims to grow the talent pipeline and address the shortage of qualified professionals in the field.
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