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In the News
CFP Board Plans to Boost Student Engagement to Recruit Future Planners
When it comes to diverse populations, “we have to get out there and show them that they’re welcome and wanted,” said new Board Chair Dan Moisand, CFP®. Moisand discusses the importance of diversifying the financial planning profession and bringing more young people into the industry.
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Financial Advisor IQSam Del Rowe
January 10, 2023