CFP Board and Charles Schwab Foundation Expand Partnership to Develop Financial Planning Talent Pipeline
ByAinvest
Thursday, Dec 11, 2025 10:08 am ET1min read
SCHW--
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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