Conclusions of Diversity Research and Initiatives by the Center for Financial Planning

Attendees will learn about the CFP Board Center for Financial Planning which seeks to create a more diverse and sustainable financial planning profession. Marilyn Mohrman-Gillis, the Center’s Executive Director, will discuss the unique challenges facing the profession and the Center’s initiatives to convene stakeholders from across the profession to address them. In particular, this presentation will focus on the Center’s Diversity Research: the conclusions that can be drawn from it and actions that firms and practitioners can take to meet these challenges head on.