The CFP Board Center for Financial Planning recently posted an Instagram about women, math and financial advising that caused quite a stir. But it also opened the door to an important conversation about the ways women often misperceive what’s needed to become successful financial planners.
The post quoted a woman CFP professional who participated in a research focus group in 2013, conducted by CFP Board for its Women’s Initiative (WIN). The woman was recalling her initial reservations about entering the financial planning profession because this would require math skills she believed she did not have.
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