Foundation for Financial Planning

Advisor Upside

What Will It Take to Get More Advisors Volunteering?

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Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer.

3 min read

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Advisor Upside

How Early Education is Helping Advisors Promote Racial Equality

Black professionals account for just 2% of Certified Financial Planners in the US, according to industry data.

2 min read

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