Why Education Is Essential for Supporting Diversity in Financial Planning

Education Supports Financial Planning Diversity Blog

The financial planning industry today faces a serious lack of diversity. While people of color will collectively become the majority of the U.S. population by 20451, according to U.S. census projections, they remain woefully underrepresented in financial advice. Only 3.7 percent of CFP® professionals are Black or Latino.1 Women are also underrepresented, with only 23 percent…

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