Designed for current and prospective career changers seeking to start a new career in financial planning, this moderated discussion features a panel of experts who have changed careers as they share their journeys into financial planning. Panelists also share actionable advice and strategies to h...
Now is the perfect time to connect with these young generations to help optimize financial well-being and create decades-long relationships.
An independent study from Aite Group underscores the strengths and distinctive characteristics female CFP® professionals bring to wealth management practices and clients.
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.
