CFP Board Center for Financial Planning Releases White Paper on the First Career Re-Entry Initiative in Financial Planning

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Eight New Firms Become Part of Successful ProgramThe CFP Board Center for Financial Planning today published a comprehensive white paper detailing outcomes from the initial pilot of its Financial Planner Re-Entry Initiative (FPRI), an innovative workforce development program aimed at attracting experienced, professional women into the financial planning profession. Launched in the spring of 2017 …

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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

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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

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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

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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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CFP Board Center for Financial Planning Publishes New Academic Journal

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Financial Planning Review features financial planning research from a variety of academic disciplines The inaugural issue of Financial Planning Review, a double-blind, peer-reviewed academic journal from the CFP Board Center for Financial Planning, was published today and features cutting-edge research that will ultimately benefit CFP® professionals, researchers, and the public.“For many years, we’ve had a …

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CFP Board Center for Financial Planning, The American College Announce New CFP® Exam Scholarship

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The CFP Board Center for Financial Planning and The American College jointly announced a new scholarship today that will help grow and diversify the financial planner workforce.The partnership was announced at the Conference of African American Financial Professionals in Washington, D.C. The CFP Board Center for Financial Planning will provide scholarships to take the CFP® …

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Merrill Lynch to Be Signature Sponsor at the CFP Board Center for Financial Planning’s Diversity Summit

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Firm Also Becomes Leading Employer of CFP® ProfessionalsThe CFP Board Center for Financial Planning today announced that Merrill Lynch will be a Signature Sponsor for its inaugural Diversity Summit, to be held in New York City on October 23, 2018.The firm also recently became the leading employer of CFP® professionals in the United States, furthering its support …

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Distinguished Speakers to Appear at First-Ever CFP Board Center for Financial Planning Diversity Summit

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Diversity Summit Will Culminate with Research-Based Recommendations and Commitments to Increase Racial and Ethnic Diversity within the Financial Planning ProfessionThe CFP Board Center for Financial Planning today released the agenda for the first-ever Diversity Summit in New York City on October 23, 2018. Speakers and participants on the agenda include leaders of financial services firms …

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CFP Board Center for Financial Planning Announces Call for Papers for 2019 Academic Research Colloquium

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2018 winning papers recognized, presented at 2018 Academic Research ColloquiumThe CFP Board Center for Financial Planning today announced a Call for Papers that will be presented at the third annual Academic Research Colloquium for Financial Planning and Related Disciplines to take place in Arlington, Va., February 19-21, 2019.The deadline for submitting a paper or abstract …

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New Research by CFP Board Center for Financial Planning Explores Lack of Racial and Ethnic Diversity in the Financial Planning Profession

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Stakeholders Disagree on Root Causes but Agree on Path Forward The CFP Board Center for Financial Planning today released comprehensive research on the lack of racial and ethnic diversity in the financial planning profession.As consumer demand for financial advice grows, it is imperative that the financial planning profession work toward expanding and diversifying the ranks …

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CFP Board Center for Financial Planning, FPA Announce Richard B. Wagner Memorial Scholarship Fund

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Scholarship will assist new and prospective CFP® professionals from under-represented populationsThe Financial Planning Association® (FPA®) and the CFP Board Center for Financial Planning announced the Richard B. (Dick) Wagner Memorial Scholarship Fund, a joint effort to advance and diversify the CERTIFIED FINANCIAL PLANNER™ professional workforce.The scholarship was announced at FPA Retreat 2018 in Litchfield Park, Ariz. …

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