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HELPING ADVISORS ENABLE CLIENTS TO ACHIEVE THEIR FINANCIAL GOALS

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 * News
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     * Buffett Indicator
     * Household Incomes
     * Margin Debt
     * PE10 Ratio
     * S&P Snapshot
   * Market Outlooks
 * Topics
   * Browse All
   * Featured Topics
     * 529/College Planning
     * Alternative Investments
     * ETF
     * Fintech
     * Fixed Income
     * Global Markets
     * Portfolio Building
     * Retirement Income
     * Sustainable Investing
   * Other Topics
     * Active Management
     * Asian/European Markets
     * Asset Allocation
     * Behavioral Finance
     * Breakaway Brokers
     * Buffer ETFs
     * Capital Growth
     * Closed End Funds
     * Commodities
     * COVID-19: Coronavirus Coverage
     * Diversity & Inclusion
     * Divorce
     * Economic Insights
     * Energy
     * ESG
     * Factor-Based Investing
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     * Financial Planning
     * Healthcare
     * Income
     * Innovative ETFs
     * Insurance & Annuities
     * Leveraged and Inverse Funds
     * Life Events
     * Liquidity
     * Market Indicators
     * Municipal Bonds
     * Mutual Funds
     * Outlooks
     * Practice Management
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     * Schwab IMPACT Conference
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ACHIEVING DIVERSITY IN THE FINANCIAL PLANNING PROFESSION

Gaining Perspective, featuring: D.A. Abrams of the CFP Board, 10/14/21

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ABOUT THIS EPISODE

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.

ABOUT OUR GUEST

As managing director for CFP Board’s Center for Financial Planning, D.A. Abrams
is focused on creating a more diverse and sustainable financial planning
profession, so that every American has access to competent and ethical financial
planning advice.

SHOW NOTES

Here is a link to the Center for Financial Planning web site. Here are links to
the CFP Board Mentor Program and the Guide to Careers in Financial Planning.




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UPCOMING WEBINARS VIEW ALL

October 20, 2021 at 03:00 PM EDT - 1.0 CE credit
Bond Investing in the Face of Uncertainty: A Multi-Sector Approach

October 21, 2021 at 02:00 PM EDT - 1.0 CE credit
The Case for Crypto Assets: The Next Digital Revolution

October 27, 2021 at 02:00 PM EDT - 1.0 CE credit
Beyond China—Asian Investment Opportunities in India & Japan

October 28, 2021 at 02:00 PM EDT - 1.0 CE credit
Picking Winners Is a Losing Game – Lessons Learned From Moneyball

November 03, 2021 at 02:00 PM EDT - 1.0 CE credit
Stocks and Bonds Too Risky? Explore the Third Alternative: ASYMmetric Returns

November 04, 2021 at 02:00 PM EDT - 1.0 CE credit
Why Energy Infrastructure Belongs in Your Portfolio Today

November 10, 2021 at 02:00 PM EST - 1.0 CE credit
Focusing on Quality in a Mid-Cycle Market






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