While slowly improving, a lack of diversity in the financial planning industry persists

While slowly improving, a lack of diversity in the financial planning industry persists

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Financial planning — and the financial services industry, more broadly — has long been an arena of predominantly white men.

Industry leaders have been working to boost diversity, and while progress has been slow, it seems to be bearing some fruit . Still, 83% of certified financial planners in 2021 were white, and 77% were men, according to the CFP Board.CNBC spoke with Dennis Moore, CFP, the new volunteer president of the Financial Planning Association, to discuss diversity roadblocks and what the trade group is doing to foster a more inclusive culture. Moore, who […]

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