CFP Board Launches Financial Literacy Curriculum for Take Your Daughters and Sons to Work Day — Certified Financial Planner Board of Standards, Inc. (CFP Board)

Event summary

CFP Board released 'Financial Planning Superhero: Kids at Work' curriculum on March 18, 2026.
The curriculum is designed for financial planning firms participating in Take Your Daughters and Sons to Work Day on April 23, 2026.
The program includes a superhero-themed educational plan for children in Grades K-5.
CFP Board CEO K. Dane Snowden emphasized the long-term impact of early financial education.

The big picture

CFP Board's initiative aligns with broader industry efforts to promote financial literacy and attract younger generations to the financial planning profession. By framing financial planners as superheroes, the curriculum aims to make complex concepts accessible and engaging for children, potentially fostering early interest in financial careers.

What we're watching

Educational Impact: How effective the superhero-themed curriculum will be in engaging young children and shaping their financial literacy.
Industry Adoption: The pace at which financial planning firms will adopt this curriculum for future Take Your Daughters and Sons to Work Day events.
Long-term Engagement: Whether the 'At-Home Guide for Parents' will successfully extend the educational impact beyond the office visit.