Search articles in Diversity, Equity, and Inclusion

Found 3 articles

  • young couple at financial planning consultation

    What Financial Planners Should Know About Millennial and Gen Z Clients

    • Jun 9, 2022

    Now is the perfect time to connect with these young generations to help optimize financial well-being and create decades-long relationships.

  • businesswoman in her office

    New Research Confirms Value of CFP® Certification to Female Advisors

    • Oct 5, 2021

    An independent study from Aite Group underscores the strengths and distinctive characteristics female CFP® professionals bring to wealth management practices and clients.

  • accountant checking receipts in her office

    Why Women Should Consider a Career in Financial Planning

    • Oct 5, 2021
    • Javacia Harris Bowser

    Could the financial planning industry offer women of color a more rewarding career? D.A. Abrams, managing director of the CFP Board Center for Financial Planning, thinks so.