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What to Bring to Your First Financial Advisor Meeting
CFP Board is intensifying its efforts to improve gender representation in the wealth industry with the launch of its Accelerate & WIN program, which focuses on increasing women's leadership in financial planning. “Women's moment in financial planning isn't coming – it's now,” says CFP Board Chair Liz Miller, CFP®, CFA®.
InvestmentNewsLeo Almazora
March 20, 2025