Skip to main content
Black calendar icon

October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Female Advisors Need More Pathways

By Jerilyn Klein March 15, 2023 Rethinking65

When it comes to being more inclusive to women, the financial planning profession has several strategies it could try. Kate Healy, Managing Director of CFP Board Center for Financial Planning, shares suggestions, including removing unconscious bias and creating pathways within firms for women’s advancement.

Read more at Rethinking65

Rethinking65
Jerilyn Klein
March 15, 2023