CFP Board Appoints D.A. Abrams, CAE to lead the CFP Board Center for Financial Planning

Categories: Press Release

CFP Board has named D.A. Abrams, CAE—a seasoned not-for-profit leader with special expertise in diversity and inclusion and workplace development programs—as the new managing director of the Center for Financial Planning. In this position, Abrams will provide the leadership and vision for the Center as it seeks to increase the diversity, inclusion and sustainability of …

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

Categories: Press Release

Summit focuses on accountability—holding stakeholders responsible for advancing diversity, inclusion and equalityThe CFP Board Center for Financial Planning is hosting its Diversity Summit today at the JW Marriott in Washington, DC. The Summit builds upon last year’s inaugural event with a focus on Accountability—highlighting the leadership of firms, academic institutions and Influencer organizations to create …

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CFP Board Center for Financial Planning Welcomes Sponsors for 2019 Diversity Summit

Categories: Press Release

Merrill Lynch, JP Morgan Chase, Fiserv and Prudential announced as sponsorsThe CFP Board Center for Financial Planning today announced Merrill Lynch and JP Morgan Chase as Signature Sponsors, and Fiserv and Prudential as Major Sponsors for its 2019 Diversity Summit on November 13. The Summit will engage and hold stakeholders accountable for advancing diversity, equity …

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