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Businesswoman Standing Giving Presentation To Colleagues In Modern Open Plan Office

Expanding the pool

According to the Certified Financial Planner Board of Standards Inc., the number of women and minorities in the wealth management field is growing nationally, as of the end of 2020: But the organization, which sets standards for financial planning and administers the CFP certification, also noted that women represent less than a quarter of CFPs, while fewer than 5% of CFPs are Black or Latino.

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