Pioneers in financial planning? CFP Board wants to recognize those who’ve ‘elevated standards’

Credit: ymgerman/Adobe Stock

The Certified Financial Planning Board is searching for the best financial planners – those who have met the ”standard of excellence in financial planning.” On Thursday, the CFP Board of Standards 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,” according to the CFP. The nomination period is open through March 31, 2025. “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.”

This financial industry Hall of Fame “is uniquely focused on recognizing those who have shaped the future of holistic financial planning in meaningful and enduring ways,” according to the CFP. This 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.