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WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS

By Justin Mack October 26, 2022 Financial Planning

CFP Board Chair Kamila Elliott and Managing Director of CFP Board Center for Financial Planning Kate Healy discuss the importance of diversity, equity and inclusion in the financial planning profession — and the work that CFP Board and the Center are doing to advance DEI.

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Financial Planning
Justin Mack
October 26, 2022