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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.
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The CFP Board offers examples of the kind of people is searching for. Those who:
- Foster the advent of affordable investment advice
- Advance critical standards in the profession (e.g., disclosure, fiduciary, ethics, etc.)
- Strengthen awareness of financial planning among consumers, financial services firms and policymakers
- Establish groundbreaking educational institutions/programs
- Develop significant technological advances that have advanced financial planning for the public’s benefit
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“Financial planning continues to evolve as a profession …,” said CFP Board Chair Liz Miller, CFP®, CFA®. By honoring innovators with this new Hall of Fame award, “we seek to inspire the next generation and spark exciting new possibilities for the profession.”
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.
Following the nomination process, the CFP Board Selection Committee will evaluate submissions and recommend candidates for induction to the Board of Directors of CFP Board. The 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. Nominations need to be submitted by March 31, 2025.
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Lynn Cavanaugh
Lynn Varacalli Cavanaugh is Senior Editor, Retirement at BenefitsPRO. Prior, she was editor-in-chief of the What's New in Benefits & Compensation newsletter. She has worked for major firms in the employee benefits space, Vanguard and Willis Towers Watson, as well as top media companies, including Condé Nast and American Media.
