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

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CFP Board Outlines Best Practices to Retain Diverse Talent

By Natalie Lin May 23, 2023 PLANADVISER

The “Creating a DEI-driven Culture of Retention in Financial Planning” report from CFP Board Center for Financial Planning encourages firms to offer professional development, articulate a vision and hire equitably.

Read more at PLANADVISER

PLANADVISER
Natalie Lin
May 23, 2023