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THIS WEEK IN WEALTH MANAGEMENT NEWSLETTER: A NEW CFP BOARD CHAIR, PRACTICE SCALING AND 'WOKE-WASHING'

By Tobias Salinger January 07, 2022 Financial Planning

New CFP Board Chair Kamila Elliott, CFP® explains what motivated her to pursue the financial planning profession when she started out as a bank teller.

Read more at Financial Planning

Financial Planning
Tobias Salinger
January 7, 2022