CFP Board Center for Financial Planning Appoints Rochelle Zeidman as Managing Director, Development

Categories: Press Release

The CFP Board Center Financial Planning announced today that it has named Rochelle Zeidman as its Managing Director, Development, a newly created role in which she will drive efforts to increase financial support for the Center’s work to increase diversity, advance workforce development and build an academic home for the financial planning profession. As Managing …

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CFP Board Center for Financial Planning, iRelaunch Announce the Financial Planner Re-entry Initiative

Categories: Press Release

Career Re-entry Initiative Seeks to Help More Professional Women Return to the Workforce as Financial Planners The CFP Board Center for Financial Planning and iRelaunch have joined forces to create the Financial Planning Re-entry Initiative (FPRI), a ground-breaking diversity and workforce development pilot program aimed at growing the pool of female financial planners. The FPRI’s …

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Center in the News

Categories: Other

Read recent articles about the Center for Financial Planning. FAs Wanted: “Millennials, Women, People of Color” Financial Advisor IQ, April 24, 2017 Center for Financial Planning Awards Scholarships Financial Advisor, April 6, 2017 Fidelity’s David Canter Makes Financial Advice His Boston Marathon Cause InvestmentNews, March 20, 2017 Beware the Gap Coming in the Number of …

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