EVOLVE 23 tells the story of a year of incredible growth and powerful change that set CFP Board on the course toward a vibrant future for the financial planning profession.

This 68-page report showcases the tremendous impact CFP® professionals have on the lives of Americans every day. It details the programs and resources we’ve developed to advance the profession and deliver value to CFP® certificants. And it captures CFP Board’s unique role connecting and collaborating across the financial advice ecosystem to shape the future of financial planning for the benefit of the public.