CFP Board Center for Financial Planning Hosts Summit to Increase Diversity in the Financial Planning Profession

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Summit hosts industry leaders to discuss a more inclusive professionThe CFP Board Center for Financial Planning is hosting its first-ever Diversity Summit today at the Times Center in New York City. The Summit brings together leaders from financial services, academic institutions and non-profit organizations to discuss research-based initiatives that will increase racial and ethnic diversity …

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Charles Schwab Foundation Supports CFP Board Center for Financial Planning’s Efforts to Increase Diversity in Financial Planning Profession

Categories: Press Release

Charles Schwab Foundation provides funding for Research and Summit, including thought leadership paperThe CFP Board Center for Financial Planning is pleased to announce that Charles Schwab Foundation is supporting efforts to increase ethnic and racial diversity within the financial planning profession. “As part of our ongoing commitment to increase diversity in the independent advisor industry, …

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CFP Board Center for Financial Planning and Wharton Executive Education to Provide Unique Course in Client Psychology for Finance Professionals

Categories: Press Release

First-of-Its-Kind Program Will Educate Planners, Advisers on Becoming More Client-Centered.The CFP Board Center for Financial Planning and the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania are launching a first-of-its-kind educational opportunity for financial advisers, planners and brokers through a new course called Client Psychology.The novel program aims to …

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Envestnet Supports CFP Board Center for Financial Planning as Founding Sponsor

Categories: Press Release

Sponsorship will support new research, scholarship program.The CFP Board Center for Financial Planning today announced that Envestnet will support its work to provide all Americans access to a diverse, competent and ethical financial planning workforce as a Founding Sponsor.“Envestnet’s generous contribution will advance two key Center goals: expanding and diversifying the numbers of financial planners, …

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