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How To Increase Diversity In Financial Planning

Updated: Jun 18

Financial Stewardship Network co-founding member Rob Schmansky writes at Forbes about how politics are harming diversity in financial planning.

"Instead of seeking diversity through... oppression and victimhood... financial service firms and certificants should ask CFP Board to make a serious effort to increase diversity without pushing divisive politics in the following ways:


1)     Remove the bachelor's degree requirement to becoming a CFP® professional.

2)     Return focus to community outreach programs.

3)     Promote successful experts and a diversity of thought.

4)     End lobbying for rules that threaten financial planning and begin to promote it with new ideas, by ending the lack of diversity of thought at CFP Board."


Continue reading at Forbes...


#cfpboard #fiduciary #diversity



Rob Schmansky, L5, ChFC®


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