Summary: The financial planning industry is counting on universities to produce young planners who will replace the older practitioners who are nearing retirement. The CFP Board of Standards, with the financial backing of TD Ameritrade, recently announced plans to encourage more academic research into topics central to financial planners, and to groom more academics to obtain advanced degrees and thus become the teachers of those undergraduate financial planning students.
 “I want this industry to be a field that represents everyone regardless of background and ethnicity, because everyone works and everyone has to retire, and so we need to make sure that everyone is engaged.”Ajamu Loving, asssistant professor of financial planning and director of academic partnerships, the American College |
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