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2019 Conference

du 21 au 23 May 2019

Westin Arlington Gateway, Arlington, VA, USA

Proposal authors can use this tool to see where they have been placed in the agenda for a Symposium, an Oral Session, or a Featured Research Poster Session.

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E3a Diversity in Financial Planning: Digging Deeper for Rationality

jeudi 23 mai 2019 à 08:00–09:30 EDT
F. Scott Fitzgerald D
Key Words

Racial and Ethnic Diversity, CFP, Financial Planning, Inclusion

Short Description

This study intends to contribute to the discussion on the lack of racial and ethnic diversity in the financial planning profession. There are CFP certificant-side and client-side factors that might contribute to the current lack of racial and ethnic diversity in financial planning, and these factors need to be analyzed and acknowledged before any progress can be made on increasing diversity in the profession. This study discusses pitfalls to the diversity initiatives with the intention to contribute to those efforts.

First & Corresponding Author

Jim Pasztor, College for Financial Planning
Authors in the order to be printed

Jim Pasztor, Aman Sunder

Additional Authors

Aman Sunder, College for Financial Planning
Chargement en cours …