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Achieving Diversity in the Financial Planning Profession
Gaining Perspective
English - October 14, 2021 11:00 - 22 minutes - 41.3 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Inside a Global Fund with a Stellar 15-year Track Record
Next Episode: James Montier on Whether Inflation will be Transitory
Diversity initiatives are being prioritized now more than ever—just a few weeks ago, the SEC approved Nasdaq’s board diversity policy. My guest today is here to discuss diversity and inclusion within the financial planning profession as well as the efforts the CFP Board’s Center takes to increase diversity within the profession.