Certificant Connections

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.   Jocelyn Wright is the Special Advisor for Gender Diversity for the Center for Financial Planning.   Key Takeaways [:30] Dan Drummond welcomes Jocelyn Wright, CFP® and asks her to share a little bit about her experience and background. [4:40] One important aspect of diversity in the financial planning workforce relates to the objective of providing all Americans with financial planning services. Representation is important both in terms of relationship building and relatability. [6:13] Jocelyn touches on two diversity initiatives from the Center for Financial Planning: the women’s initiative was the first real step in