Charles Schwab Foundation grant to boost outcomes for graduates of the George Fox Certified Financial Planning program


NEWBERG, Ore. – With many in the financial planning profession hitting retirement age and the baby boomer generation in need of financial consultation, professional opportunities are plentiful. The U.S. Bureau of Labor Statistics projects that more than 25,000 openings for personal financial advisors are expected annually over the next decade. The Charles Schwab Foundation recognizes this and has awarded the George Fox Certified Financial Planning (CFP) program a three year grant aimed at improving outcomes for graduates.

The $400,000 grant will elevate the Certified Financial Planning program by expanding and creating efficiencies within the “for-hireship” program. This will include developing relationships with new advisor firms, identifying key events to increase education, and supporting a financial planning scholarship for diverse and underrepresented students.

The Certified Financial Planning program, a concentration in the university’s financial services major, is registered by the Certified Financial Planner Board of Standards, the top credentialing certification in the profession. Wealth Management, a respected digital resource for financial advisors and estate planning professionals, ranked the program No. 23 in the nation in 2019-20. The organization surveyed 109 of the 130 colleges and universities registered by the CFP Board and ranked them based on criteria that included the number of degrees granted, capstone course offerings, and number of faculty with advanced degrees.

George Fox University is one of only a handful of Christian universities in the country that offer a CFP Board-registered residential financial planning degree program. The program is also one of the only of its kind in the Pacific Northwest region.

George Fox University is the top ranked private college in Oregon by the Wall Street Journal. It’s also classified by U.S. News & World Report as a “Best National University.” More than 4,000 students attend classes on the university’s campus in Newberg, Ore., and at teaching centers in Portland and Redmond, Oregon. George Fox offers 60 undergraduate academic programs, degree-completion programs for working adults, and 19 master’s and doctoral degrees.

Carly Reumann
PR and Communications Manager, Office of the President
George Fox University


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