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Cracking the code

By Joanne Cleaver February 06, 2023 InvestmentNews

Getting the financial planning profession on Black students’ radar is key to increasing representation among CFP® professionals. CFP Board’s director of college and university relations, Philip Dawson Jr., talks about how CFP Board is expanding the number of schools that offer financial planning programs, including HBCUs.

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Joanne Cleaver
Feb 6, 2023