CFP Board today announced the Financial Planning Hall of Fame, a prestigious new recognition program honoring visionary leaders whose groundbreaking accomplishments have transformed the profession, elevated its standards and enhanced its impact on society. The nomination period is open today through March 31, 2025.
The Hall of Fame serves as a living tribute to those who have reimagined the possibilities of financial planning, championed the profession’s highest ideals and inspired future generations of financial planning professionals.
“The pioneers who have shaped financial planning didn’t just build a profession. They redefined what it means to truly serve the public,” said CFP Board CEO Kevin R. Keller, CAE. “Through their vision and innovation, holistic financial planning has become a powerful driver of financial security and personal well-being for more Americans.”
Transforming the financial planning profession means driving meaningful change that has enhanced accessibility, ethics, education and awareness — for example, making investment advice more affordable and inclusive, championing the fiduciary standard to prioritize clients’ best interests, establishing educational institutions to train future professionals and leveraging technology to improve financial tools and services.
“Financial planning continues to evolve as a profession,” said CFP Board Chair Liz Miller, CFP®, CFA®. “By honoring innovators who have accelerated its growth, strengthened its profile and shaped its future, we seek to inspire the next generation and spark exciting new possibilities for the profession.”
Eligibility for the Financial Planning Hall of Fame
Inductees into the Hall of Fame will be selected based on their outstanding contributions to transformational achievements in the field. Anyone who has advanced the financial planning profession for the benefit of the public is eligible for nomination, including financial planners, influential journalists, authors, academics and policymakers who have driven meaningful change. Nominees do not need to be CFP® professionals to be eligible.
Selection Process
CFP Board has formed a 2025 Selection Committee that brings varied perspectives and a deep understanding of the financial planning profession’s growth over the past five decades. The Selection Committee includes former CFP Board Chairs and Board members, seasoned CFP® professionals and academics.
Following the nomination process, the Committee will evaluate submissions and recommend candidates for induction to the Board of Directors of CFP Board, which has final authority on the inductees.
CFP Board will celebrate this year’s Hall of Fame inductee(s) at the 2025 CFP Board Connections Conference in Chicago, October 6-8, 2025.
Submit a nomination here. Nominations open on February 20, 2025, and the nomination deadline is March 31, 2025.
ABOUT CFP BOARD
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
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Contacts
Joseph Feese, Director of Public Relations, P: 202-379-2305, E: media@cfpboard.org
