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Financial Advisors Need to Do a Better Job of Implementing DEI Policies, CFP Board Says

By Ben Mattlin November 21, 2022 Financial Advisor

Following CFP Board’s Diversity Summit, CFP Board CEO Kevin R. Keller and Board Chair Kamila Elliott explain the importance of focusing on equity and inclusion to increase a diverse talent pipeline and retain those talented individuals. LeCount R. Davis, Sr., the first Black CFP® professional and the namesake for CFP Board’s first endowed scholarship, shares his thoughts on the top priorities for DEI moving forward.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
November 21, 2022