Achieving Diversity in the Financial Planning Profession

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About This Episode

Diversity initiatives are being prioritized now more than ever—just a few weeks ago, the SEC approved Nasdaq’s board diversity policy. My guest today is here to discuss diversity and inclusion within the financial planning profession as well as the efforts the CFP Board’s Center takes to increase diversity within the profession.

About Our Guest

As managing director for CFP Board’s Center for Financial Planning, D.A. Abrams is focused on creating a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice.

Show Notes

Here is a link to the Center for Financial Planning web site. Here are links to the CFP Board Mentor Program and the Guide to Careers in Financial Planning.