New Report Outlines Path to More Inclusive Financial Planning Profession

New Report Outlines Path to More Inclusive Financial Planning Profession

(NewsUSA) - More than 600 diversity and inclusion experts and leaders of financial services firms recently came together for a virtual discussion about how to increase racial and gender diversity in the financial planning profession.

The CFP Board Center for Financial Planning's third annual Diversity Summit also convened financial planning practitioners, college and university academic program directors and students, and organizations representing diverse constituencies for the three-day, virtual, event. The Summit focused on moving from talk to action with metric-driven, long-term diversity, equity and inclusion initiatives that can strengthen the profession.

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