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CFP Board Center for Financial Planning forms new diversity advisory group.

BANKING AND CREDIT NEWS-March 6, 2018-CFP Board Center for Financial Planning forms new diversity advisory group



The CFP Board Center for Financial Planning has announced that it has formed a new Diversity Advisory Group to provide guidance and expertise in the development of diversity and inclusion initiatives that will increase the racial and ethnic diversity in the financial planning profession, the company said.

As part of its work, the group will review findings of a comprehensive study that identifies the barriers to racial and ethnic diversity in the financial planner workforce. Subsequently, the group will provide expert input for a thought leadership paper that will recommend solutions for increasing diversity among financial planners.

The paper will be discussed at a diversity summit to be held by the CFP Board Center for Financial Planning in New York City on October 23, 2018. Members of the Diversity Advisory Group include experts in diversity and inclusion, representatives from financial services firms and academia.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP[R] certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The board of directors, in furthering CFP Board's mission, acts on behalf of the public, CFP[R] professionals and other stakeholders. CFP Board owns the certification marks CFP[R], CERTIFIED FINANCIAL PLANNER(TM), CFP[R] (with plaque design) and CFP[R] (with flame design) in the US, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes nearly 80,000 individuals to use these marks in the US.

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP[R] professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at

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Publication:M2 Banking & Credit News (BCN)
Date:Mar 6, 2018
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