The Financial Planning Hall of Fame is a new program honoring visionary individuals whose transformational achievements have fundamentally shaped the profession, elevated its standards and enhanced its impact on society. It is a living testament to those who dare to reimagine the possibilities of financial planning and champion the profession’s highest ideals. The program also aims to inspire current and future generations of financial planning professionals by showcasing pioneering leadership and innovation.
While many lists highlight “top” financial advisors and lifetime service awards, this program is uniquely focused on recognizing those who have shaped the future of holistic financial planning in meaningful and enduring ways.
Examples include people who have:
- Fostered the advent of affordable investment advice
- Advanced critical standards in the profession (e.g., disclosure, fiduciary, ethics, etc.)
- Championed the growth and recognition of the CFP® marks in the U.S. and globally
- Strengthened awareness of financial planning among consumers, financial services firms and policymakers
- Established groundbreaking educational institutions/programs
- Developed significant technological advances that have advanced financial planning for the public’s benefit
- Furthered CFP Board’s mission to credential competent and ethical financial planners, uphold CFP® certification as the recognized standard and advance the financial planning profession
Key Dates:
- Nominations Open: February 20, 2025
- Nomination Deadline: March 31, 2025, 11:59 p.m.
- Inductee Notification: mid-July
- Hall of Fame Induction Celebration: CFP Board Connections Conference in Chicago, October 6-8, 2025
Eligibility
Anyone who has advanced the financial planning profession for the benefit of the public is eligible. For example, influential journalists, authors, academics, or policymakers who have driven meaningful change are eligible. However, current CFP Board staff and volunteers who have served on the Board of Directors of CFP Board during the last seven years are not eligible.
You are not eligible if you are (and will be removed if you become) the subject of public discipline by CFP Board or by a federal, state, local, or foreign government agency, self-regulatory organization, or other regulatory authority.
Selection Process
CFP Board has convened a 2025 Selection Committee that brings informed, varied perspectives and an understanding of the transformational triggers and events that have shaped the financial planning profession over the last five decades. The Selection Committee includes former CFP Board Chairs and Board members, longtime CFP® professionals, academics and public member representation.
Following an open nomination process, the Selection Committee will assess submissions and recommend candidates to the Board of Directors of CFP Board for 2025 induction. The Board of Directors has final authority to determine the inductees. CFP Board will celebrate this year’s Hall of Fame inductees at the
2025 CFP Board Connections Conference in Chicago October 6-8, 2025.
Nomination
To submit a nomination, complete the form below by March 31, 2025. By submitting this nomination, you agree that all the information provided is accurate to the best of your knowledge and grant CFP Board permission to contact you for additional information.
Nominations should clearly describe:
- The transformational achievement(s);
- The nominee’s personal role in the achievement(s) and time period of activities; and
- Specific examples of how the achievement(s) have/has enhanced the financial planning profession in action or reputation.
Questions
Contact Lynn McNutt at lmcnutt@cfpboard.org