Certified Financial Planner, CFP and Math

How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning

Financial Planning Planning CFP Financial Advisor

Transcript: Natalie Wolfsen, Orion CEO

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. Some crazy number I think it is too.

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Financial Advisor Source

How Getting Women Into Financial Planning Can Benefit Everyone

Transcript: Natalie Wolfsen, Orion CEO

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