Updated: Jun 18, 2020
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."
Rob Schmansky, L5, ChFC®
Visit my website at clear.financial
Schedule a Phone Call or Meeting
The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. Financial Stewardship Network is a publisher and does not offer investment advice. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations.